LWP
Laurel Wealth Planning’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-303
| Closed | -$14.2K | – | 117 |
|
|
2022
Q4 | $14.2K | Buy |
303
+258
| +573% | +$12K | 0.01% | 145 |
|
|
2022
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 202 |
|
|
2022
Q2 | $2K | Sell |
45
-3,180
| -99% | -$141K | ﹤0.01% | 221 |
|
|
2022
Q1 | $179K | Buy |
3,225
+63
| +2% | +$3.5K | 0.12% | 71 |
|
|
2021
Q4 | $189K | Sell |
3,162
-137
| -4% | -$8.19K | 0.14% | 65 |
|
|
2021
Q3 | $204K | Hold |
3,299
| – | – | 0.16% | 59 |
|
|
2021
Q2 | $221K | Sell |
3,299
-275
| -8% | -$18.4K | 0.19% | 46 |
|
|
2021
Q1 | $230K | Sell |
3,574
-28
| -0.8% | -$1.8K | 0.21% | 43 |
|
|
2020
Q4 | $223K | Buy |
+3,602
| New | +$223K | 0.22% | 39 |
|