LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $154K | Hold |
3,898
| – | – | 0.08% | 118 |
|
|
2016
Q4 | $136K | Buy |
3,898
+2,134
| +121% | +$74.5K | 0.07% | 120 |
|
|
2016
Q3 | $66K | Buy |
1,764
+400
| +29% | +$15K | 0.04% | 179 |
|
|
2016
Q2 | $47K | Buy |
1,364
+5
| +0.4% | +$172 | 0.03% | 198 |
|
|
2016
Q1 | $47K | Sell |
1,359
-648
| -32% | -$22.4K | 0.03% | 197 |
|
|
2015
Q4 | $65K | Buy |
2,007
+711
| +55% | +$23K | 0.04% | 190 |
|
|
2015
Q3 | $42K | Sell |
1,296
-78,788
| -98% | -$2.55M | 0.03% | 185 |
|
|
2015
Q2 | $3.17M | Hold |
80,084
| – | – | 1.99% | 8 |
|
|
2015
Q1 | $3.21M | Sell |
80,084
-3,180
| -4% | -$128K | 2.03% | 8 |
|
|
2014
Q4 | $3.27M | Sell |
83,264
-1,910
| -2% | -$75K | 2.17% | 8 |
|
|
2014
Q3 | $3.54M | Sell |
85,174
-1,870
| -2% | -$77.7K | 2.46% | 7 |
|
|
2014
Q2 | $3.76M | Sell |
87,044
-1,180
| -1% | -$51K | 3.07% | 6 |
|
|
2014
Q1 | $3.62M | Sell |
88,224
-12,474
| -12% | -$512K | 2.96% | 6 |
|
|
2013
Q4 | $4.21M | Buy |
+100,698
| New | +$4.21M | 3.47% | 5 |
|