Horizon Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,194
| Closed | -$476K | – | 61 |
|
|
2022
Q4 | $476K | Sell |
10,194
-2,633
| -21% | -$123K | 0.55% | 31 |
|
|
2022
Q3 | $551K | Buy |
12,827
+101
| +0.8% | +$4.34K | 0.67% | 31 |
|
|
2022
Q2 | $624K | Buy |
12,726
+1,704
| +15% | +$83.6K | 0.73% | 29 |
|
|
2022
Q1 | $612K | Buy |
11,022
+745
| +7% | +$41.4K | 0.61% | 33 |
|
|
2021
Q4 | $615K | Buy |
+10,277
| New | +$615K | 0.63% | 31 |
|