PWM
PBMares Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
5,138
| – | – | 0.05% | 164 |
|
|
2025
Q1 | $225K | Sell |
5,138
-939
| -15% | -$41K | 0.04% | 178 |
|
|
2024
Q4 | $254K | Hold |
6,077
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $279K | Hold |
6,077
| – | – | 0.06% | 153 |
|
|
2024
Q2 | $259K | Sell |
6,077
-15
| -0.2% | -$639 | 0.06% | 153 |
|
|
2024
Q1 | $250K | Buy |
6,092
+15
| +0.2% | +$616 | 0.07% | 158 |
|
|
2023
Q4 | $244K | Hold |
6,077
| – | – | 0.07% | 152 |
|
|
2023
Q3 | $231K | Hold |
6,077
| – | – | 0.08% | 148 |
|
|
2023
Q2 | $240K | Hold |
6,077
| – | – | 0.09% | 151 |
|
|
2023
Q1 | $240K | Hold |
6,077
| – | – | 0.09% | 153 |
|
|
2022
Q4 | $230K | Sell |
6,077
-54
| -0.9% | -$2.05K | 0.09% | 146 |
|
|
2022
Q3 | $214K | Sell |
6,131
-65
| -1% | -$2.27K | 0.09% | 147 |
|
|
2022
Q2 | $248K | Sell |
6,196
-107
| -2% | -$4.28K | 0.11% | 134 |
|
|
2022
Q1 | $285K | Sell |
6,303
-316
| -5% | -$14.3K | 0.18% | 123 |
|
|
2021
Q4 | $323K | Buy |
6,619
+225
| +4% | +$11K | 0.14% | 119 |
|
|
2021
Q3 | $322K | Sell |
6,394
-102
| -2% | -$5.14K | 0.15% | 114 |
|
|
2021
Q2 | $358K | Sell |
6,496
-111
| -2% | -$6.12K | 0.2% | 106 |
|
|
2021
Q1 | $352K | Sell |
6,607
-555
| -8% | -$29.6K | 0.29% | 96 |
|
|
2020
Q4 | $370K | Hold |
7,162
| – | – | 0.43% | 80 |
|
|
2020
Q3 | $316K | Sell |
7,162
-50
| -0.7% | -$2.21K | 0.46% | 72 |
|
|
2020
Q2 | $288K | Buy |
7,212
+939
| +15% | +$37.5K | 0.43% | 78 |
|
|
2020
Q1 | $214K | Hold |
6,273
| – | – | 0.34% | 99 |
|
|
2019
Q4 | $281K | Buy |
+6,273
| New | +$281K | 0.33% | 89 |
|