Lehman & Derafelo Financial Resources’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $254K | Buy |
6,713
+2,996
| +81% | +$114K | 0.08% | 95 |
|
|
2022
Q3 | $130K | Hold |
3,717
| – | – | 0.04% | 101 |
|
|
2022
Q2 | $149K | Buy |
+3,717
| New | +$149K | 0.05% | 103 |
|
|
2021
Q4 | – | Sell |
-3,717
| Closed | -$187K | – | 119 |
|
|
2021
Q3 | $187K | Hold |
3,717
| – | – | 0.06% | 107 |
|
|
2021
Q2 | $205K | Buy |
3,717
+125
| +3% | +$6.89K | 0.06% | 119 |
|
|
2021
Q1 | $192K | Hold |
3,592
| – | – | 0.05% | 122 |
|
|
2020
Q4 | $186K | Hold |
3,592
| – | – | 0.06% | 122 |
|
|
2020
Q3 | $158K | Hold |
3,592
| – | – | 0.05% | 107 |
|
|
2020
Q2 | $144K | Sell |
3,592
-6,155
| -63% | -$247K | 0.05% | 101 |
|
|
2020
Q1 | $333K | Sell |
9,747
-52
| -0.5% | -$1.78K | 0.14% | 67 |
|
|
2019
Q4 | $440K | Hold |
9,799
| – | – | 0.16% | 64 |
|
|
2019
Q3 | $401K | Buy |
9,799
+52
| +0.5% | +$2.13K | 0.15% | 61 |
|
|
2019
Q2 | $418K | Sell |
9,747
-667
| -6% | -$28.6K | 0.17% | 59 |
|
|
2019
Q1 | $447K | Hold |
10,414
| – | – | 0.19% | 59 |
|
|
2018
Q4 | $407K | Buy |
+10,414
| New | +$407K | 0.2% | 56 |
|