LPWM
Lake Point Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $140K | Buy |
2,854
+256
| +10% | +$12.6K | 0.08% | 39 |
|
|
2022
Q1 | $144K | Sell |
2,598
-46,584
| -95% | -$2.58M | 0.07% | 33 |
|
|
2021
Q4 | $2.94M | Sell |
49,182
-172,496
| -78% | -$10.3M | 1.29% | 11 |
|
|
2021
Q3 | $13.7M | Buy |
221,678
+10,602
| +5% | +$655K | 6.31% | 5 |
|
|
2021
Q2 | $14.1M | Buy |
+211,076
| New | +$14.1M | 6.59% | 5 |
|
|
2020
Q1 | $3.57M | Sell |
88,236
-560
| -0.6% | -$22.7K | 3.14% | 9 |
|
|
2019
Q4 | $4.77M | Buy |
+88,796
| New | +$4.77M | 1.59% | 19 |
|
|
2019
Q2 | $4.56M | Hold |
88,611
| – | – | 1.58% | 19 |
|
|
2019
Q1 | $4.56M | Buy |
88,611
+32,652
| +58% | +$1.68M | 1.58% | 19 |
|
|
2018
Q4 | $2.64M | Buy |
+55,959
| New | +$2.64M | 0.99% | 27 |
|