MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,666
| Closed | -$1.21M | – | 244 |
|
|
2021
Q1 | $1.21M | Sell |
22,666
-3,558
| -14% | -$190K | 0.56% | 20 |
|
|
2020
Q4 | $1.36M | Sell |
26,224
-423
| -2% | -$22K | 0.61% | 19 |
|
|
2020
Q3 | $1.18M | Buy |
26,647
+288
| +1% | +$12.7K | 0.61% | 20 |
|
|
2020
Q2 | $1.05M | Sell |
26,359
-946
| -3% | -$37.8K | 0.56% | 21 |
|
|
2020
Q1 | $931K | Buy |
27,305
+444
| +2% | +$15.1K | 0.72% | 21 |
|
|
2019
Q4 | $1.21M | Sell |
26,861
-245
| -0.9% | -$11K | 0.71% | 19 |
|
|
2019
Q3 | $1.11M | Sell |
27,106
-2,346
| -8% | -$95.8K | 0.72% | 17 |
|
|
2019
Q2 | $1.26M | Buy |
29,452
+598
| +2% | +$25.6K | 0.81% | 18 |
|
|
2019
Q1 | $1.24M | Buy |
28,854
+7,529
| +35% | +$323K | 0.82% | 17 |
|
|
2018
Q4 | $832K | Sell |
21,325
-749
| -3% | -$29.2K | 0.6% | 23 |
|
|
2018
Q3 | $957K | Buy |
22,074
+83
| +0.4% | +$3.6K | 0.6% | 24 |
|
|
2018
Q2 | $953K | Sell |
21,991
-2,481
| -10% | -$108K | 0.96% | 21 |
|
|
2018
Q1 | $1.18M | Sell |
24,472
-6,582
| -21% | -$318K | 0.83% | 20 |
|
|
2017
Q4 | $1.46M | Sell |
31,054
-592
| -2% | -$27.9K | 1% | 15 |
|
|
2017
Q3 | $1.42M | Sell |
31,646
-333
| -1% | -$14.9K | 1.01% | 15 |
|
|
2017
Q2 | $1.39M | Buy |
+31,979
| New | +$1.39M | 0.93% | 16 |
|