Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,167
| Closed | -$55K | – | 248 |
|
|
2017
Q4 | $55K | Sell |
1,167
-19,205
| -94% | -$905K | 0.03% | 138 |
|
|
2017
Q3 | $913K | Sell |
20,372
-5,434
| -21% | -$244K | 0.6% | 49 |
|
|
2017
Q2 | $1.07M | Buy |
25,806
+25,727
| +32,566% | +$1.06M | 0.73% | 44 |
|
|
2017
Q1 | $3K | Sell |
79
-20,092
| -100% | -$763K | ﹤0.01% | 217 |
|
|
2016
Q4 | $706K | Buy |
20,171
+2,460
| +14% | +$86.1K | 0.59% | 49 |
|
|
2016
Q3 | $663K | Buy |
+17,711
| New | +$663K | 0.5% | 64 |
|