Merriman 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
Q3 | – | Sell |
-25,907
| Closed | -$1.12M | – | 175 |
|
|
2018
Q2 | $1.12M | Sell |
25,907
-4,608
| -15% | -$200K | 0.26% | 67 |
|
|
2018
Q1 | $1.47M | Buy |
+30,515
| New | +$1.47M | 0.39% | 58 |
|
|
2017
Q4 | – | Sell |
-8,520
| Closed | -$382K | – | 169 |
|
|
2017
Q3 | $382K | Buy |
+8,520
| New | +$382K | 0.09% | 116 |
|
|
2017
Q2 | – | Sell |
-6,220
| Closed | -$245K | – | 121 |
|
|
2017
Q1 | $245K | Buy |
+6,220
| New | +$245K | 0.06% | 119 |
|
|
2014
Q1 | – | Sell |
-155,193
| Closed | -$6.49M | – | 45 |
|
|
2013
Q4 | $6.49M | Sell |
155,193
-1,262
| -0.8% | -$52.7K | 2.75% | 18 |
|
|
2013
Q3 | $6.38M | Buy |
+156,455
| New | +$6.38M | 3.33% | 17 |
|