Lyons 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-17,345
| Closed | -$838K | – | 46 |
|
2018
Q1 | $838K | Buy |
+17,345
| New | +$838K | 1.27% | 22 |
|
2017
Q3 | – | Sell |
-19,124
| Closed | -$794K | – | 47 |
|
2017
Q2 | $794K | Buy |
+19,124
| New | +$794K | 1.11% | 29 |
|
2014
Q1 | – | Sell |
-8,610
| Closed | -$362K | – | 65 |
|
2013
Q4 | $362K | Sell |
8,610
-112
| -1% | -$4.71K | 0.34% | 41 |
|
2013
Q3 | $353K | Sell |
8,722
-26
| -0.3% | -$1.05K | 0.32% | 26 |
|
2013
Q2 | $339K | Buy |
+8,748
| New | +$339K | 0.34% | 30 |
|