Pursue 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,665
| Closed | -$214K | – | 122 |
|
|
2024
Q3 | $214K | Sell |
4,665
-160
| -3% | -$7.34K | 0.12% | 105 |
|
|
2024
Q2 | $205K | Buy |
+4,825
| New | +$205K | 0.11% | 106 |
|
|
2023
Q2 | – | Sell |
-45,672
| Closed | -$1.8M | – | 101 |
|
|
2023
Q1 | $1.8M | Sell |
45,672
-4,978
| -10% | -$196K | 1.23% | 31 |
|
|
2022
Q4 | $1.92M | Buy |
+50,650
| New | +$1.92M | 1.48% | 23 |
|
|
2022
Q2 | – | Sell |
-44,254
| Closed | -$1.99M | – | 148 |
|
|
2022
Q1 | $1.99M | Buy |
44,254
+34,427
| +350% | +$1.55M | 0.82% | 34 |
|
|
2021
Q4 | $480K | Buy |
+9,827
| New | +$480K | 0.19% | 89 |
|