Oak Family Advisors’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
Q1 | – | Sell |
-4,459
| Closed | -$218K | – | 143 |
|
2021
Q4 | $218K | Buy |
4,459
+14
| +0.3% | +$684 | 0.08% | 146 |
|
2021
Q3 | $224K | Sell |
4,445
-300
| -6% | -$15.1K | 0.08% | 134 |
|
2021
Q2 | $262K | Buy |
4,745
+4
| +0.1% | +$221 | 0.11% | 85 |
|
2021
Q1 | $253K | Sell |
4,741
-135
| -3% | -$7.2K | 0.11% | 81 |
|
2020
Q4 | $252K | Buy |
+4,876
| New | +$252K | 0.13% | 87 |
|