Legacy Wealth Planning’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
Q3 | $439K | Sell |
10,209
-637
| -6% | -$27.4K | 0.73% | 33 |
|
|
2022
Q2 | $532K | Buy |
10,846
+267
| +3% | +$13.1K | 0.76% | 32 |
|
|
2022
Q1 | $588K | Buy |
10,579
+425
| +4% | +$23.6K | 0.69% | 34 |
|
|
2021
Q4 | $608K | Sell |
10,154
-8,587
| -46% | -$514K | 0.69% | 34 |
|
|
2021
Q3 | $1.16M | Sell |
18,741
-194
| -1% | -$12K | 1.3% | 17 |
|
|
2021
Q2 | $1.27M | Buy |
18,935
+1,011
| +6% | +$67.7K | 1.44% | 18 |
|
|
2021
Q1 | $1.15M | Buy |
17,924
+9,338
| +109% | +$601K | 1.47% | 17 |
|
|
2020
Q4 | $533K | Buy |
8,586
+232
| +3% | +$14.4K | 0.68% | 32 |
|
|
2020
Q3 | $441K | Sell |
8,354
-233
| -3% | -$12.3K | 0.5% | 38 |
|
|
2020
Q2 | $409K | Sell |
8,587
-78
| -0.9% | -$3.72K | 0.49% | 38 |
|
|
2020
Q1 | $351K | Sell |
8,665
-1,556
| -15% | -$63K | 0.56% | 37 |
|
|
2019
Q4 | $549K | Buy |
+10,221
| New | +$549K | 0.62% | 35 |
|