Founders Financial Securities’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
2024
Q4
Sell
-6,199
Closed -$284K 445
2024
Q3
$284K Sell
6,199
-654
-10% -$30K 0.03% 376
2024
Q2
$292K Sell
6,853
-178
-3% -$7.58K 0.03% 352
2024
Q1
$289K Buy
7,031
+152
+2% +$6.24K 0.03% 327
2023
Q4
$277K Hold
6,879
0.03% 314
2023
Q3
$261K Sell
6,879
-152
-2% -$5.77K 0.03% 287
2023
Q2
$278K Sell
7,031
-124
-2% -$4.91K 0.04% 269
2023
Q1
$282K Sell
7,155
-100
-1% -$3.95K 0.04% 268
2022
Q4
$275K Sell
7,255
-73
-1% -$2.77K 0.04% 264
2022
Q3
$256K Buy
+7,328
New +$256K 0.05% 252
2017
Q3
Sell
-314,413
Closed -$13M 92
2017
Q2
$13M Buy
314,413
+66,617
+27% +$2.76M 4.95% 5
2017
Q1
$9.76M Sell
247,796
-7,205
-3% -$284K 3.71% 8
2016
Q4
$8.93M Sell
255,001
-95,961
-27% -$3.36M 3.71% 6
2016
Q3
$13.1M Buy
+350,962
New +$13.1M 5.62% 1
2014
Q3
Sell
-44,236
Closed -$1.91M 75
2014
Q2
$1.91M Buy
+44,236
New +$1.91M 1.28% 24