Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,760
| Closed | -$152K | – | 179 |
|
|
2021
Q2 | $152K | Buy |
+2,760
| New | +$152K | 0.06% | 92 |
|
|
2020
Q1 | – | Sell |
-3,922
| Closed | -$176K | – | 215 |
|
|
2019
Q4 | $176K | Sell |
3,922
-1,724
| -31% | -$77.4K | 0.08% | 76 |
|
|
2019
Q3 | $231K | Hold |
5,646
| – | – | 0.11% | 57 |
|
|
2019
Q2 | $242K | Sell |
5,646
-99
| -2% | -$4.24K | 0.12% | 54 |
|
|
2019
Q1 | $247K | Buy |
+5,745
| New | +$247K | 0.13% | 50 |
|