Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.11M | Sell |
29,185
-28,168
| -49% | -$1.07M | 0.16% | 107 |
|
|
2022
Q3 | $2M | Buy |
57,353
+55,513
| +3,017% | +$1.94M | 0.64% | 29 |
|
|
2022
Q2 | $73.8K | Buy |
1,840
+1,507
| +453% | +$60.4K | 0.02% | 366 |
|
|
2022
Q1 | $15K | Buy |
+333
| New | +$15K | ﹤0.01% | 646 |
|
|
2021
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 676 |
|
|
2021
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 686 |
|
|
2021
Q1 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 599 |
|