New Potomac 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 |
-8,470
| Closed | -$380K | – | 137 |
|
2019
Q4 | $380K | Hold |
8,470
| – | – | 0.35% | 55 |
|
2019
Q3 | $346K | Hold |
8,470
| – | – | 0.35% | 54 |
|
2019
Q2 | $363K | Hold |
8,470
| – | – | 0.37% | 55 |
|
2019
Q1 | $364K | Buy |
8,470
+1,700
| +25% | +$73.1K | 0.37% | 55 |
|
2018
Q4 | $264K | Buy |
+6,770
| New | +$264K | 0.28% | 59 |
|