EWS
Evergreen Wealth Solutions’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,548
| Closed | -$403K | – | 95 |
|
|
2022
Q3 | $403K | Buy |
11,548
+5,263
| +84% | +$184K | 0.57% | 58 |
|
|
2022
Q2 | $252K | Sell |
6,285
-1,331
| -17% | -$53.4K | 0.31% | 90 |
|
|
2022
Q1 | $344K | Sell |
7,616
-8,022
| -51% | -$362K | 0.33% | 74 |
|
|
2021
Q4 | $764K | Buy |
+15,638
| New | +$764K | 0.69% | 38 |
|