PWMG
Pinnacle Wealth Management Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,042
| Closed | -$207K | – | 107 |
|
|
2024
Q1 | $207K | Sell |
5,042
-49,600
| -91% | -$2.04M | 0.15% | 99 |
|
|
2023
Q4 | $2.2M | Buy |
54,642
+2,103
| +4% | +$84.6K | 1.8% | 16 |
|
|
2023
Q3 | $1.99M | Buy |
52,539
+16,726
| +47% | +$635K | 1.81% | 16 |
|
|
2023
Q2 | $1.42M | Buy |
35,813
+22,606
| +171% | +$894K | 1.24% | 26 |
|
|
2023
Q1 | $521K | Buy |
+13,207
| New | +$521K | 0.45% | 50 |
|