Hillcrest Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $352K | Buy |
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