LWA
Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $41K | Sell |
739
-49
| -6% | -$2.72K | 0.01% | 265 |
|
|
2021
Q4 | $47K | Buy |
788
+49
| +7% | +$2.92K | 0.01% | 264 |
|
|
2021
Q3 | $46K | Hold |
739
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $50K | Sell |
739
-700
| -49% | -$47.4K | 0.01% | 233 |
|
|
2021
Q1 | $93K | Sell |
1,439
-1,900
| -57% | -$123K | 0.01% | 135 |
|
|
2020
Q4 | $207K | Buy |
3,339
+2,629
| +370% | +$163K | 0.03% | 84 |
|
|
2020
Q3 | $37K | Hold |
710
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $34K | Hold |
710
| – | – | 0.01% | 204 |
|
|
2020
Q1 | $29K | Sell |
710
-1,852
| -72% | -$75.6K | 0.01% | 206 |
|
|
2019
Q4 | $138K | Buy |
2,562
+1,254
| +96% | +$67.5K | 0.02% | 102 |
|
|
2019
Q3 | $64K | Buy |
1,308
+1,171
| +855% | +$57.3K | 0.01% | 137 |
|
|
2019
Q2 | $7K | Hold |
137
| – | – | ﹤0.01% | 300 |
|
|
2019
Q1 | $7K | Sell |
137
-136
| -50% | -$6.95K | ﹤0.01% | 308 |
|
|
2018
Q4 | $13K | Sell |
273
-728
| -73% | -$34.7K | ﹤0.01% | 227 |
|
|
2018
Q3 | $52K | Buy |
1,001
+864
| +631% | +$44.9K | 0.01% | 131 |
|
|
2018
Q2 | $7K | Hold |
137
| – | – | ﹤0.01% | 416 |
|
|
2018
Q1 | $8K | Buy |
+137
| New | +$8K | ﹤0.01% | 378 |
|
|
2017
Q4 | – | Sell |
-909
| Closed | -$49K | – | 419 |
|
|
2017
Q3 | $49K | Buy |
+909
| New | +$49K | 0.02% | 53 |
|