Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $280K | Sell |
7,106
-669
| -9% | -$26.4K | 0.09% | 191 |
|
|
2016
Q4 | $272K | Buy |
7,775
+3,399
| +78% | +$119K | 0.1% | 184 |
|
|
2016
Q3 | $164K | Buy |
4,376
+2,885
| +193% | +$108K | 0.06% | 257 |
|
|
2016
Q2 | $51K | Sell |
1,491
-327
| -18% | -$11.2K | 0.02% | 403 |
|
|
2016
Q1 | $62K | Sell |
1,818
-1,975
| -52% | -$67.4K | 0.03% | 353 |
|
|
2015
Q4 | $122K | Buy |
3,793
+2,917
| +333% | +$93.8K | 0.05% | 256 |
|
|
2015
Q3 | $29K | Hold |
876
| – | – | 0.01% | 483 |
|
|
2015
Q2 | $35K | Buy |
876
+3
| +0.3% | +$120 | 0.01% | 461 |
|
|
2015
Q1 | $35K | Buy |
+873
| New | +$35K | 0.01% | 449 |
|