Laurel Wealth Advisors (California)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $547K | Buy |
11,717
+1,769
| +18% | +$82.6K | 0.05% | 339 |
|
|
2022
Q3 | $428K | Sell |
9,948
-38
| -0.4% | -$1.64K | 0.05% | 378 |
|
|
2022
Q2 | $490K | Buy |
9,986
+2,412
| +32% | +$118K | 0.05% | 362 |
|
|
2022
Q1 | $421K | Buy |
7,574
+994
| +15% | +$55.3K | 0.03% | 463 |
|
|
2021
Q4 | $394K | Buy |
6,580
+2,345
| +55% | +$140K | 0.03% | 538 |
|
|
2021
Q3 | $262K | Sell |
4,235
-1,670
| -28% | -$103K | 0.05% | 370 |
|
|
2021
Q2 | $396K | Buy |
+5,905
| New | +$396K | 0.05% | 330 |
|
|
2021
Q1 | – | Sell |
-3,403
| Closed | -$211K | – | 464 |
|
|
2020
Q4 | $211K | Buy |
+3,403
| New | +$211K | 0.03% | 412 |
|
|
2020
Q1 | – | Sell |
-4,604
| Closed | -$247K | – | 389 |
|
|
2019
Q4 | $247K | Buy |
+4,604
| New | +$247K | 0.04% | 386 |
|