Icon Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,206
| Closed | -$138K | – | 329 |
|
2019
Q1 | $138K | Sell |
3,206
-1,435
| -31% | -$61.8K | 0.05% | 189 |
|
2018
Q4 | $181K | Buy |
4,641
+1,235
| +36% | +$48.2K | 0.09% | 147 |
|
2018
Q3 | $146K | Sell |
3,406
-1,403
| -29% | -$60.1K | 0.06% | 210 |
|
2018
Q2 | $208K | Buy |
4,809
+1,210
| +34% | +$52.3K | 0.09% | 153 |
|
2018
Q1 | $174K | Buy |
3,599
+1,450
| +67% | +$70.1K | 0.09% | 179 |
|
2017
Q4 | $101K | Buy |
+2,149
| New | +$101K | 0.05% | 275 |
|