LWP
Laurel Wealth Planning’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,877
| Closed | -$257K | – | 54 |
|
|
2023
Q3 | $257K | Sell |
10,877
-5,406
| -33% | -$128K | 0.2% | 47 |
|
|
2023
Q2 | $400K | Sell |
16,283
-5,488
| -25% | -$135K | 0.29% | 46 |
|
|
2023
Q1 | $523K | Sell |
21,771
-14,861
| -41% | -$357K | 0.35% | 46 |
|
|
2022
Q4 | $840K | Sell |
36,632
-4,477
| -11% | -$103K | 0.54% | 40 |
|
|
2022
Q3 | $942K | Sell |
41,109
-3,093
| -7% | -$70.9K | 0.69% | 37 |
|
|
2022
Q2 | $1.13M | Sell |
44,202
-31,484
| -42% | -$806K | 0.8% | 34 |
|
|
2022
Q1 | $2.08M | Sell |
75,686
-2,572
| -3% | -$70.8K | 1.41% | 25 |
|
|
2021
Q4 | $2.32M | Sell |
78,258
-19,631
| -20% | -$581K | 1.76% | 20 |
|
|
2021
Q3 | $2.99M | Buy |
97,889
+820
| +0.8% | +$25K | 2.41% | 15 |
|
|
2021
Q2 | $3.21M | Buy |
97,069
+3,291
| +4% | +$109K | 2.8% | 15 |
|
|
2021
Q1 | $3.02M | Buy |
93,778
+7,354
| +9% | +$237K | 2.77% | 15 |
|
|
2020
Q4 | $2.66M | Buy |
+86,424
| New | +$2.66M | 2.59% | 17 |
|