Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-550
| Closed | -$20.9K | – | 69 |
|
|
2022
Q4 | $20.9K | Buy |
+550
| New | +$20.9K | 0.01% | 81 |
|
|
2020
Q1 | – | Sell |
-18,212
| Closed | -$817K | – | 68 |
|
|
2019
Q4 | $817K | Buy |
18,212
+236
| +1% | +$10.6K | 0.32% | 34 |
|
|
2019
Q3 | $735K | Buy |
17,976
+290
| +2% | +$11.9K | 0.32% | 33 |
|
|
2019
Q2 | $759K | Buy |
17,686
+300
| +2% | +$12.9K | 0.35% | 32 |
|
|
2019
Q1 | $746K | Sell |
17,386
-194
| -1% | -$8.32K | 0.36% | 32 |
|
|
2018
Q4 | $686K | Buy |
17,580
+224
| +1% | +$8.74K | 0.38% | 33 |
|
|
2018
Q3 | $744K | Hold |
17,356
| – | – | 0.38% | 26 |
|
|
2018
Q2 | $752K | Buy |
17,356
+97
| +0.6% | +$4.2K | 0.42% | 26 |
|
|
2018
Q1 | $834K | Sell |
17,259
-336
| -2% | -$16.2K | 0.5% | 20 |
|
|
2017
Q4 | $829K | Sell |
17,595
-223
| -1% | -$10.5K | 0.52% | 20 |
|
|
2017
Q3 | $813K | Sell |
17,818
-463
| -3% | -$21.1K | 0.53% | 19 |
|
|
2017
Q2 | $759K | Buy |
18,281
+68
| +0.4% | +$2.82K | 0.53% | 18 |
|
|
2017
Q1 | $720K | Hold |
18,213
| – | – | 0.55% | 18 |
|
|
2016
Q4 | $664K | Buy |
+18,213
| New | +$664K | 0.54% | 18 |
|