Fi3 Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,331
| Closed | -$329K | – | 74 |
|
|
2023
Q1 | $329K | Sell |
8,331
-1,535
| -16% | -$60.6K | 0.18% | 47 |
|
|
2022
Q4 | $374K | Buy |
9,866
+2,750
| +39% | +$104K | 0.21% | 42 |
|
|
2022
Q3 | $248K | Sell |
7,116
-819
| -10% | -$28.5K | 0.23% | 40 |
|
|
2022
Q2 | $308K | Sell |
7,935
-509
| -6% | -$19.8K | 0.25% | 34 |
|
|
2022
Q1 | $381K | Sell |
8,444
-21,747
| -72% | -$981K | 0.3% | 28 |
|
|
2021
Q4 | $1.48M | Buy |
30,191
+15,255
| +102% | +$745K | 0.97% | 18 |
|
|
2021
Q3 | $752K | Buy |
14,936
+630
| +4% | +$31.7K | 0.5% | 21 |
|
|
2021
Q2 | $747K | Buy |
14,306
+228
| +2% | +$11.9K | 0.51% | 22 |
|
|
2021
Q1 | $751K | Buy |
+14,078
| New | +$751K | 0.65% | 20 |
|