Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,790
| Closed | -$220K | – | 259 |
|
|
2024
Q3 | $220K | Hold |
4,790
| – | – | 0.06% | 238 |
|
|
2024
Q2 | $204K | Buy |
+4,790
| New | +$204K | 0.06% | 224 |
|
|
2023
Q3 | – | Sell |
-5,827
| Closed | -$231K | – | 205 |
|
|
2023
Q2 | $231K | Buy |
5,827
+737
| +14% | +$29.2K | 0.09% | 184 |
|
|
2023
Q1 | $201K | Buy |
+5,090
| New | +$201K | 0.08% | 187 |
|