KJWM
Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,370
| Closed | -$415K | – | 71 |
|
|
2022
Q2 | $415K | Buy |
+10,370
| New | +$415K | 0.2% | 65 |
|
|
2022
Q1 | – | Sell |
-11,193
| Closed | -$547K | – | 57 |
|
|
2021
Q4 | $547K | Sell |
11,193
-120
| -1% | -$5.86K | 0.21% | 60 |
|
|
2021
Q3 | $569K | Hold |
11,313
| – | – | 0.25% | 56 |
|
|
2021
Q2 | $623K | Buy |
11,313
+1,302
| +13% | +$71.7K | 0.29% | 54 |
|
|
2021
Q1 | $534K | Buy |
+10,011
| New | +$534K | 0.28% | 49 |
|
|
2020
Q1 | – | Sell |
-10,951
| Closed | -$491K | – | 44 |
|
|
2019
Q4 | $491K | Hold |
10,951
| – | – | 0.43% | 37 |
|
|
2019
Q3 | $447K | Sell |
10,951
-200
| -2% | -$8.16K | 0.49% | 35 |
|
|
2019
Q2 | $478K | Sell |
11,151
-50
| -0.4% | -$2.14K | 0.54% | 37 |
|
|
2019
Q1 | $480K | Sell |
11,201
-550
| -5% | -$23.6K | 0.6% | 34 |
|
|
2018
Q4 | $458K | Sell |
11,751
-85
| -0.7% | -$3.31K | 0.64% | 31 |
|
|
2018
Q3 | $508K | Buy |
11,836
+500
| +4% | +$21.5K | 0.38% | 55 |
|
|
2018
Q2 | $491K | Sell |
11,336
-138
| -1% | -$5.98K | 0.44% | 47 |
|
|
2018
Q1 | $553K | Buy |
11,474
+4,375
| +62% | +$211K | 0.6% | 43 |
|
|
2017
Q4 | $334K | Buy |
+7,099
| New | +$334K | 0.3% | 55 |
|