Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $315K | Sell |
6,247
-1,086
| -15% | -$54.8K | 0.12% | 103 |
|
|
2021
Q2 | $404K | Buy |
7,333
+14
| +0.2% | +$771 | 0.16% | 85 |
|
|
2021
Q1 | $390K | Hold |
7,319
| – | – | 0.16% | 87 |
|
|
2020
Q4 | $378K | Sell |
7,319
-163
| -2% | -$8.42K | 0.16% | 86 |
|
|
2020
Q3 | $330K | Sell |
7,482
-1,036
| -12% | -$45.7K | 0.16% | 88 |
|
|
2020
Q2 | $341K | Sell |
8,518
-1,291
| -13% | -$51.7K | 0.19% | 82 |
|
|
2020
Q1 | $335K | Buy |
9,809
+4,210
| +75% | +$144K | 0.23% | 73 |
|
|
2019
Q4 | $251K | Sell |
5,599
-117
| -2% | -$5.25K | 0.14% | 102 |
|
|
2019
Q3 | $234K | Sell |
5,716
-1,525
| -21% | -$62.4K | 0.15% | 96 |
|
|
2019
Q2 | $311K | Sell |
7,241
-1,000
| -12% | -$43K | 0.19% | 87 |
|
|
2019
Q1 | $354K | Sell |
8,241
-286
| -3% | -$12.3K | 0.21% | 82 |
|
|
2018
Q4 | $333K | Buy |
8,527
+234
| +3% | +$9.14K | 0.23% | 76 |
|
|
2018
Q3 | $356K | Buy |
8,293
+1,000
| +14% | +$42.9K | 0.22% | 71 |
|
|
2018
Q2 | $316K | Hold |
7,293
| – | – | 0.21% | 77 |
|
|
2018
Q1 | $352K | Sell |
7,293
-25
| -0.3% | -$1.21K | 0.25% | 67 |
|
|
2017
Q4 | $345K | Buy |
7,318
+106
| +1% | +$5K | 0.22% | 69 |
|
|
2017
Q3 | $323K | Buy |
7,212
+1,446
| +25% | +$64.8K | 0.21% | 67 |
|
|
2017
Q2 | $239K | Buy |
+5,766
| New | +$239K | 0.17% | 81 |
|