JWM
Janiczek Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40
| Closed | -$1.61K | – | 1115 |
|
|
2023
Q4 | $1.61K | Buy |
40
+9
| +29% | +$362 | ﹤0.01% | 877 |
|
|
2023
Q3 | $1.18K | Buy |
+31
| New | +$1.18K | ﹤0.01% | 897 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.39K | – | 996 |
|
|
2023
Q1 | $1.39K | Buy |
35
+1
| +3% | +$40 | ﹤0.01% | 808 |
|
|
2022
Q4 | $1.4K | Buy |
+34
| New | +$1.4K | ﹤0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 949 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 853 |
|
|
2021
Q4 | – | Sell |
-153
| Closed | -$8K | – | 1029 |
|
|
2021
Q3 | $8K | Hold |
153
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $8K | Buy |
153
+1
| +0.7% | +$52 | ﹤0.01% | 584 |
|
|
2021
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 570 |
|
|
2020
Q4 | $8K | Buy |
152
+1
| +0.7% | +$53 | ﹤0.01% | 501 |
|
|
2020
Q3 | $7K | Hold |
151
| – | – | ﹤0.01% | 284 |
|
|
2020
Q2 | $6K | Sell |
151
-3,599
| -96% | -$143K | ﹤0.01% | 164 |
|
|
2020
Q1 | $128K | Sell |
3,750
-45
| -1% | -$1.54K | 0.07% | 43 |
|
|
2019
Q4 | $170K | Hold |
3,795
| – | – | 0.08% | 41 |
|
|
2019
Q3 | $155K | Hold |
3,795
| – | – | 0.07% | 41 |
|
|
2019
Q2 | $163K | Hold |
3,795
| – | – | 0.08% | 39 |
|
|
2019
Q1 | $163K | Hold |
3,795
| – | – | 0.08% | 41 |
|
|
2018
Q4 | $148K | Buy |
3,795
+3,600
| +1,846% | +$140K | 0.08% | 46 |
|
|
2018
Q3 | $8K | Hold |
195
| – | – | ﹤0.01% | 99 |
|
|
2018
Q2 | $8K | Buy |
+195
| New | +$8K | ﹤0.01% | 104 |
|