Resurgent Financial Advisors’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
Q1 | – | Sell |
-1,401
| Closed | -$56.3K | – | 267 |
|
|
2023
Q4 | $56.3K | Buy |
1,401
+26
| +2% | +$1.05K | 0.03% | 313 |
|
|
2023
Q3 | $52.2K | Buy |
1,375
+10
| +0.7% | +$380 | 0.04% | 318 |
|
|
2023
Q2 | $54K | Hold |
1,365
| – | – | 0.04% | 318 |
|
|
2023
Q1 | $53.8K | Sell |
1,365
-1,127
| -45% | -$44.5K | 0.04% | 320 |
|
|
2022
Q4 | $94.4K | Sell |
2,492
-5,214
| -68% | -$198K | 0.05% | 310 |
|
|
2022
Q3 | $269K | Buy |
7,706
+1,317
| +21% | +$46K | 0.18% | 142 |
|
|
2022
Q2 | $256K | Sell |
6,389
-1,600
| -20% | -$64.1K | 0.16% | 144 |
|
|
2022
Q1 | $361K | Sell |
7,989
-395
| -5% | -$17.8K | 0.22% | 110 |
|
|
2021
Q4 | $409K | Buy |
+8,384
| New | +$409K | 0.33% | 80 |
|