Leicht Financial Planning & Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-7,195
| Closed | -$285K | – | 43 |
|
2018
Q4 | $285K | Sell |
7,195
-10,119
| -58% | -$401K | 0.38% | 35 |
|
2018
Q3 | $741K | Sell |
17,314
-10,362
| -37% | -$443K | 0.88% | 30 |
|
2018
Q2 | $1.19M | Sell |
27,676
-17,961
| -39% | -$770K | 1.01% | 15 |
|
2018
Q1 | $2.16M | Buy |
45,637
+8,104
| +22% | +$384K | 1.87% | 12 |
|
2017
Q4 | $1.84M | Buy |
37,533
+24,848
| +196% | +$1.22M | 1.54% | 13 |
|
2017
Q3 | $581K | Buy |
+12,685
| New | +$581K | 0.48% | 20 |
|