LWS
Lucia Wealth Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$54K | – | 197 |
|
|
2019
Q4 | $54K | Hold |
1,200
| – | – | 0.02% | 152 |
|
|
2019
Q3 | $49K | Hold |
1,200
| – | – | 0.02% | 137 |
|
|
2019
Q2 | $51K | Sell |
1,200
-200
| -14% | -$8.5K | 0.02% | 145 |
|
|
2019
Q1 | $60K | Buy |
1,400
+200
| +17% | +$8.57K | 0.02% | 156 |
|
|
2018
Q4 | $47K | Sell |
1,200
-365
| -23% | -$14.3K | 0.02% | 144 |
|
|
2018
Q3 | $67K | Buy |
1,565
+365
| +30% | +$15.6K | 0.02% | 176 |
|
|
2018
Q2 | $52K | Sell |
1,200
-200
| -14% | -$8.67K | 0.02% | 163 |
|
|
2018
Q1 | $68K | Buy |
+1,400
| New | +$68K | 0.02% | 137 |
|