Moller Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,236
| Closed | -$370K | – | 49 |
|
|
2019
Q4 | $370K | Hold |
8,236
| – | – | 0.16% | 40 |
|
|
2019
Q3 | $337K | Hold |
8,236
| – | – | 0.16% | 39 |
|
|
2019
Q2 | $353K | Hold |
8,236
| – | – | 0.18% | 40 |
|
|
2019
Q1 | $353K | Hold |
8,236
| – | – | 0.16% | 44 |
|
|
2018
Q4 | $333K | Buy |
+8,236
| New | +$333K | 0.22% | 48 |
|
|
2017
Q4 | – | Sell |
-4,637
| Closed | -$208K | – | 49 |
|
|
2017
Q3 | $208K | Buy |
+4,637
| New | +$208K | 0.08% | 43 |
|