LFA
Legacy Financial Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,791
| Closed | -$1.04M | – | 164 |
|
|
2020
Q4 | $1.04M | Sell |
16,791
-81,157
| -83% | -$5.04M | 0.29% | 28 |
|
|
2020
Q3 | $5.17M | Buy |
97,948
+4,964
| +5% | +$262K | 1.58% | 12 |
|
|
2020
Q2 | $4.43M | Buy |
92,984
+45,781
| +97% | +$2.18M | 1.59% | 12 |
|
|
2020
Q1 | $2.06M | Buy |
+47,203
| New | +$2.06M | 0.76% | 15 |
|
|
2019
Q3 | – | Sell |
-5,622
| Closed | -$289K | – | 116 |
|
|
2019
Q2 | $289K | Sell |
5,622
-73
| -1% | -$3.75K | 0.1% | 93 |
|
|
2019
Q1 | $294K | Sell |
5,695
-678
| -11% | -$35K | 0.1% | 89 |
|
|
2018
Q4 | $300K | Buy |
6,373
+673
| +12% | +$31.7K | 0.12% | 74 |
|
|
2018
Q3 | $295K | Hold |
5,700
| – | – | 0.11% | 79 |
|
|
2018
Q2 | $302K | Sell |
5,700
-2,939
| -34% | -$156K | 0.11% | 77 |
|
|
2018
Q1 | $502K | Sell |
8,639
-1,881
| -18% | -$109K | 0.2% | 50 |
|
|
2017
Q4 | $598K | Buy |
+10,520
| New | +$598K | 0.25% | 36 |
|