Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.92M | Buy |
55,170
+1,216
| +2% | +$42.4K | 0.08% | 244 |
|
|
2022
Q2 | $2.16M | Sell |
53,954
-2,195
| -4% | -$88K | 0.09% | 230 |
|
|
2022
Q1 | $2.57M | Buy |
56,149
+31,544
| +128% | +$1.44M | 0.1% | 207 |
|
|
2021
Q4 | $1.21M | Sell |
24,605
-28,516
| -54% | -$1.4M | 0.06% | 307 |
|
|
2021
Q3 | $2.7M | Buy |
53,121
+56
| +0.1% | +$2.85K | 0.13% | 174 |
|
|
2021
Q2 | $2.93M | Buy |
53,065
+14,296
| +37% | +$789K | 0.13% | 176 |
|
|
2021
Q1 | $2.07M | Sell |
38,769
-43,652
| -53% | -$2.33M | 0.11% | 196 |
|
|
2020
Q4 | $4.26M | Buy |
82,421
+57,558
| +232% | +$2.97M | 0.23% | 106 |
|
|
2020
Q3 | $1.1M | Buy |
24,863
+3,013
| +14% | +$133K | 0.09% | 204 |
|
|
2020
Q2 | $880K | Sell |
21,850
-48,249
| -69% | -$1.94M | 0.08% | 222 |
|
|
2020
Q1 | $2.3M | Buy |
70,099
+17,456
| +33% | +$574K | 0.21% | 117 |
|
|
2019
Q4 | $2.37M | Sell |
52,643
-2,853
| -5% | -$128K | 0.17% | 131 |
|
|
2019
Q3 | $2.26M | Buy |
55,496
+26,575
| +92% | +$1.08M | 0.17% | 132 |
|
|
2019
Q2 | $1.25M | Sell |
28,921
-61,965
| -68% | -$2.68M | 0.09% | 211 |
|
|
2019
Q1 | $3.96M | Buy |
90,886
+58,437
| +180% | +$2.55M | 0.33% | 76 |
|
|
2018
Q4 | $1.31M | Sell |
32,449
-29,097
| -47% | -$1.18M | 0.12% | 188 |
|
|
2018
Q3 | $2.64M | Buy |
+61,546
| New | +$2.64M | 0.33% | 71 |
|
|
2018
Q2 | – | Sell |
-43,969
| Closed | -$2.12M | – | 187 |
|
|
2018
Q1 | $2.12M | Sell |
43,969
-803
| -2% | -$38.8K | 0.13% | 135 |
|
|
2017
Q4 | $2.11M | Buy |
+44,772
| New | +$2.11M | 0.22% | 107 |
|
|
2017
Q2 | – | Sell |
-9,442
| Closed | -$372K | – | 217 |
|
|
2017
Q1 | $372K | Buy |
+9,442
| New | +$372K | 0.05% | 182 |
|
|
2016
Q4 | – | Sell |
-17,816
| Closed | -$667K | – | 168 |
|
|
2016
Q3 | $667K | Buy |
17,816
+2,890
| +19% | +$108K | 0.1% | 126 |
|
|
2016
Q2 | $513K | Sell |
14,926
-5,495
| -27% | -$189K | 0.1% | 120 |
|
|
2016
Q1 | $699K | Buy |
+20,421
| New | +$699K | 0.22% | 87 |
|
|
2015
Q4 | – | Sell |
-34,276
| Closed | -$1.12M | – | 92 |
|
|
2015
Q3 | $1.12M | Buy |
34,276
+6,601
| +24% | +$216K | 0.43% | 67 |
|
|
2015
Q2 | $1.1M | Sell |
27,675
-6,251
| -18% | -$248K | 0.54% | 56 |
|
|
2015
Q1 | $1.36M | Sell |
33,926
-1,778
| -5% | -$71.4K | 0.76% | 39 |
|
|
2014
Q4 | $1.4M | Buy |
35,704
+5,768
| +19% | +$227K | 0.65% | 39 |
|
|
2014
Q3 | $1.24M | Sell |
29,936
-25,226
| -46% | -$1.05M | 0.65% | 33 |
|
|
2014
Q2 | $2.38M | Buy |
+55,162
| New | +$2.38M | 1.17% | 26 |
|