Hochman Cole Investment Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $207K | Sell |
3,354
-150
| -4% | -$9.26K | 0.08% | 126 |
|
|
2021
Q2 | $235K | Sell |
3,504
-2,350
| -40% | -$158K | 0.09% | 117 |
|
|
2021
Q1 | $377K | Hold |
5,854
| – | – | 0.16% | 89 |
|
|
2020
Q4 | $363K | Sell |
5,854
-123
| -2% | -$7.63K | 0.16% | 87 |
|
|
2020
Q3 | $316K | Sell |
5,977
-2,411
| -29% | -$127K | 0.16% | 90 |
|
|
2020
Q2 | $399K | Buy |
8,388
+2,174
| +35% | +$103K | 0.22% | 75 |
|
|
2020
Q1 | $252K | Sell |
6,214
-917
| -13% | -$37.2K | 0.17% | 86 |
|
|
2019
Q4 | $383K | Buy |
7,131
+51
| +0.7% | +$2.74K | 0.21% | 78 |
|
|
2019
Q3 | $347K | Hold |
7,080
| – | – | 0.22% | 80 |
|
|
2019
Q2 | $364K | Buy |
7,080
+28
| +0.4% | +$1.44K | 0.22% | 80 |
|
|
2019
Q1 | $365K | Hold |
7,052
| – | – | 0.22% | 80 |
|
|
2018
Q4 | $333K | Buy |
7,052
+1,673
| +31% | +$79K | 0.23% | 77 |
|
|
2018
Q3 | $279K | Hold |
5,379
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $282K | Buy |
5,379
+24
| +0.4% | +$1.26K | 0.19% | 85 |
|
|
2018
Q1 | $313K | Hold |
5,355
| – | – | 0.22% | 75 |
|
|
2017
Q4 | $305K | Buy |
5,355
+49
| +0.9% | +$2.79K | 0.19% | 74 |
|
|
2017
Q3 | $287K | Hold |
5,306
| – | – | 0.19% | 75 |
|
|
2017
Q2 | $266K | Buy |
5,306
+20
| +0.4% | +$1K | 0.18% | 75 |
|
|
2017
Q1 | $253K | Hold |
5,286
| – | – | 0.18% | 76 |
|
|
2016
Q4 | $224K | Buy |
5,286
+436
| +9% | +$18.5K | 0.16% | 84 |
|
|
2016
Q3 | $221K | Hold |
4,850
| – | – | 0.16% | 78 |
|
|
2016
Q2 | $203K | Hold |
4,850
| – | – | 0.17% | 74 |
|
|
2016
Q1 | $202K | Buy |
+4,850
| New | +$202K | 0.17% | 76 |
|