OWA
Outlook Wealth Advisors’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,807
| Closed | -$937K | – | 251 |
|
|
2023
Q3 | $937K | Sell |
18,807
-573
| -3% | -$28.6K | 0.36% | 65 |
|
|
2023
Q2 | $1.01M | Sell |
19,380
-160
| -0.8% | -$8.32K | 0.38% | 56 |
|
|
2023
Q1 | $964K | Buy |
+19,540
| New | +$964K | 0.43% | 54 |
|
|
2022
Q3 | – | Sell |
-24,464
| Closed | -$1.17M | – | 184 |
|
|
2022
Q2 | $1.17M | Sell |
24,464
-431
| -2% | -$20.6K | 0.48% | 55 |
|
|
2022
Q1 | $1.45M | Sell |
24,895
-429
| -2% | -$25K | 0.48% | 48 |
|
|
2021
Q4 | $1.54M | Buy |
+25,324
| New | +$1.54M | 0.45% | 51 |
|