LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11K | Hold |
239
| – | – | ﹤0.01% | 401 |
|
|
2020
Q2 | $10K | Hold |
239
| – | – | ﹤0.01% | 411 |
|
|
2020
Q1 | $8K | Sell |
239
-65
| -21% | -$2.18K | ﹤0.01% | 410 |
|
|
2019
Q4 | $14K | Hold |
304
| – | – | 0.01% | 388 |
|
|
2019
Q3 | $12K | Buy |
304
+65
| +27% | +$2.57K | 0.01% | 398 |
|
|
2019
Q2 | $10K | Hold |
239
| – | – | ﹤0.01% | 400 |
|
|
2019
Q1 | $10K | Hold |
239
| – | – | 0.01% | 403 |
|
|
2018
Q4 | $9K | Hold |
239
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $10K | Hold |
239
| – | – | 0.01% | 385 |
|
|
2018
Q2 | $10K | Sell |
239
-71
| -23% | -$2.97K | 0.01% | 375 |
|
|
2018
Q1 | $15K | Buy |
+310
| New | +$15K | 0.01% | 338 |
|
|
2014
Q2 | – | Sell |
-690
| Closed | -$28K | – | 107 |
|
|
2014
Q1 | $28K | Hold |
690
| – | – | 0.02% | 133 |
|
|
2013
Q4 | $29K | Hold |
690
| – | – | 0.02% | 122 |
|
|
2013
Q3 | $28K | Hold |
690
| – | – | 0.02% | 117 |
|
|
2013
Q2 | $27K | Buy |
+690
| New | +$27K | 0.03% | 86 |
|