Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
274
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $12K | Sell |
274
-2
| -0.7% | -$87 | ﹤0.01% | 453 |
|
|
2024
Q4 | $11.5K | Buy |
276
+252
| +1,050% | +$10.5K | ﹤0.01% | 433 |
|
|
2024
Q3 | $1.1K | Hold |
24
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $1.02K | Sell |
24
-603
| -96% | -$25.7K | ﹤0.01% | 421 |
|
|
2024
Q1 | $25.7K | Sell |
627
-52
| -8% | -$2.14K | ﹤0.01% | 351 |
|
|
2023
Q4 | $27.3K | Sell |
679
-84
| -11% | -$3.38K | ﹤0.01% | 340 |
|
|
2023
Q3 | $29K | Buy |
763
+6
| +0.8% | +$228 | ﹤0.01% | 322 |
|
|
2023
Q2 | $29.9K | Sell |
757
-2
| -0.3% | -$79 | 0.01% | 305 |
|
|
2023
Q1 | $30K | Hold |
759
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $28.8K | Buy |
759
+82
| +12% | +$3.11K | 0.01% | 282 |
|
|
2022
Q3 | $24K | Sell |
677
-899
| -57% | -$31.9K | ﹤0.01% | 263 |
|
|
2022
Q2 | $63K | Buy |
1,576
+677
| +75% | +$27.1K | 0.01% | 224 |
|
|
2022
Q1 | $41K | Hold |
899
| – | – | 0.02% | 193 |
|
|
2021
Q4 | $44K | Buy |
+899
| New | +$44K | 0.02% | 176 |
|