RWM
Reston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,423
| Closed | -$111K | – | 167 |
|
|
2024
Q3 | $111K | Buy |
+2,423
| New | +$111K | 0.04% | 78 |
|
|
2024
Q1 | – | Sell |
-6,015
| Closed | -$242K | – | 54 |
|
|
2023
Q4 | $242K | Buy |
+6,015
| New | +$242K | 0.11% | 45 |
|
|
2022
Q3 | – | Sell |
-12,802
| Closed | -$513K | – | 52 |
|
|
2022
Q2 | $513K | Buy |
12,802
+1,799
| +16% | +$72.1K | 0.29% | 31 |
|
|
2022
Q1 | $497K | Buy |
11,003
+536
| +5% | +$24.2K | 0.25% | 30 |
|
|
2021
Q4 | $511K | Buy |
10,467
+148
| +1% | +$7.23K | 0.25% | 30 |
|
|
2021
Q3 | $520K | Sell |
10,319
-504
| -5% | -$25.4K | 0.27% | 28 |
|
|
2021
Q2 | $597K | Buy |
10,823
+1,456
| +16% | +$80.3K | 0.3% | 27 |
|
|
2021
Q1 | $500K | Buy |
9,367
+785
| +9% | +$41.9K | 0.26% | 27 |
|
|
2020
Q4 | $443K | Buy |
8,582
+84
| +1% | +$4.34K | 0.25% | 29 |
|
|
2020
Q3 | $375K | Sell |
8,498
-802
| -9% | -$35.4K | 0.24% | 28 |
|
|
2020
Q2 | $372K | Sell |
9,300
-803
| -8% | -$32.1K | 0.26% | 27 |
|
|
2020
Q1 | $345K | Sell |
10,103
-1,298
| -11% | -$44.3K | 0.28% | 27 |
|
|
2019
Q4 | $512K | Sell |
11,401
-431
| -4% | -$19.4K | 0.41% | 24 |
|
|
2019
Q3 | $484K | Sell |
11,832
-4,019
| -25% | -$164K | 0.43% | 24 |
|
|
2019
Q2 | $680K | Sell |
15,851
-3,093
| -16% | -$133K | 0.53% | 20 |
|
|
2019
Q1 | $826K | Sell |
18,944
-3,756
| -17% | -$164K | 0.66% | 21 |
|
|
2018
Q4 | $887K | Buy |
+22,700
| New | +$887K | 0.85% | 19 |
|