Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.59M | Hold |
25,700
| – | – | 3.57% | 7 |
|
|
2020
Q3 | $1.36M | Sell |
25,700
-17,204
| -40% | -$908K | 3.5% | 7 |
|
|
2020
Q2 | $2.04M | Sell |
42,904
-159,733
| -79% | -$7.6M | 4.91% | 6 |
|
|
2020
Q1 | $8.2M | Buy |
202,637
+5,064
| +3% | +$205K | 9.86% | 2 |
|
|
2019
Q4 | $10.6M | Buy |
197,573
+4,118
| +2% | +$221K | 10.32% | 3 |
|
|
2019
Q3 | $9.48M | Sell |
193,455
-1,770
| -0.9% | -$86.8K | 10.01% | 3 |
|
|
2019
Q2 | $10M | Buy |
195,225
+13,172
| +7% | +$678K | 9.9% | 3 |
|
|
2019
Q1 | $9.41M | Buy |
182,053
+50,276
| +38% | +$2.6M | 10.15% | 2 |
|
|
2018
Q4 | $6.21M | Sell |
131,777
-11,336
| -8% | -$534K | 7.47% | 5 |
|
|
2018
Q3 | $7.41M | Buy |
143,113
+2,216
| +2% | +$115K | 7.5% | 5 |
|
|
2018
Q2 | $7.4M | Buy |
140,897
+2,973
| +2% | +$156K | 7.69% | 5 |
|
|
2018
Q1 | $8.06M | Buy |
137,924
+2,974
| +2% | +$174K | 7.44% | 5 |
|
|
2017
Q4 | $7.68M | Buy |
+134,950
| New | +$7.68M | 7.02% | 5 |
|