KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-77,340
| Closed | -$5.18M | – | 80 |
|
|
2021
Q2 | $5.18M | Buy |
77,340
+15,664
| +25% | +$1.05M | 2.07% | 16 |
|
|
2021
Q1 | $3.97M | Buy |
61,676
+22,965
| +59% | +$1.48M | 2.08% | 16 |
|
|
2020
Q4 | $2.4M | Buy |
38,711
+17,956
| +87% | +$1.11M | 1.42% | 21 |
|
|
2020
Q3 | $1.1M | Buy |
20,755
+9,841
| +90% | +$520K | 0.8% | 32 |
|
|
2020
Q2 | $520K | Buy |
10,914
+317
| +3% | +$15.1K | 0.47% | 52 |
|
|
2020
Q1 | $429K | Buy |
10,597
+43
| +0.4% | +$1.74K | 0.48% | 52 |
|
|
2019
Q4 | $567K | Buy |
+10,554
| New | +$567K | 0.48% | 56 |
|