Oakwell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,076
| Closed | -$410K | – | 62 |
|
|
2022
Q1 | $410K | Hold |
9,076
| – | – | 0.21% | 44 |
|
|
2021
Q4 | $443K | Hold |
9,076
| – | – | 0.22% | 43 |
|
|
2021
Q3 | $457K | Sell |
9,076
-1,214
| -12% | -$61.1K | 0.25% | 41 |
|
|
2021
Q2 | $567K | Hold |
10,290
| – | – | 0.36% | 39 |
|
|
2021
Q1 | $549K | Buy |
10,290
+898
| +10% | +$47.9K | 0.39% | 36 |
|
|
2020
Q4 | $485K | Buy |
+9,392
| New | +$485K | 0.38% | 37 |
|