Palumbo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
6,872
+63
| +0.9% | +$3.04K | 0.1% | 136 |
|
|
2025
Q1 | $298K | Sell |
6,809
-1
| -0% | -$44 | 0.1% | 136 |
|
|
2024
Q4 | $285K | Sell |
6,810
-2,138
| -24% | -$89.4K | 0.11% | 127 |
|
|
2024
Q3 | $410K | Sell |
8,948
-207
| -2% | -$9.49K | 0.16% | 98 |
|
|
2024
Q2 | $390K | Sell |
9,155
-1,250
| -12% | -$53.2K | 0.16% | 93 |
|
|
2024
Q1 | $427K | Sell |
10,405
-755
| -7% | -$31K | 0.19% | 88 |
|
|
2023
Q4 | $449K | Sell |
11,160
-1,806
| -14% | -$72.6K | 0.23% | 74 |
|
|
2023
Q3 | $492K | Sell |
12,966
-11,741
| -48% | -$446K | 0.27% | 68 |
|
|
2023
Q2 | $977K | Sell |
24,707
-6,193
| -20% | -$245K | 0.6% | 33 |
|
|
2023
Q1 | $1.22M | Buy |
30,900
+689
| +2% | +$27.2K | 0.81% | 29 |
|
|
2022
Q4 | $1.15M | Sell |
30,211
-2,885
| -9% | -$109K | 0.91% | 24 |
|
|
2022
Q3 | $1.15M | Sell |
33,096
-363
| -1% | -$12.7K | 0.98% | 20 |
|
|
2022
Q2 | $1.34M | Sell |
33,459
-392
| -1% | -$15.7K | 1.07% | 17 |
|
|
2022
Q1 | $1.53M | Buy |
33,851
+703
| +2% | +$31.7K | 0.98% | 21 |
|
|
2021
Q4 | $1.62M | Buy |
33,148
+3,695
| +13% | +$180K | 1.01% | 17 |
|
|
2021
Q3 | $1.48M | Buy |
29,453
+1,111
| +4% | +$56K | 0.98% | 16 |
|
|
2021
Q2 | $1.56M | Buy |
28,342
+1,786
| +7% | +$98.5K | 1.05% | 16 |
|
|
2021
Q1 | $1.42M | Buy |
26,556
+215
| +0.8% | +$11.5K | 1.07% | 14 |
|
|
2020
Q4 | $1.36M | Buy |
+26,341
| New | +$1.36M | 1.1% | 14 |
|