LWS Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $853K | Buy |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $624K | Buy |
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