SWM
Selective Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,186
| Closed | -$84K | – | 283 |
|
2022
Q3 | $84K | Sell |
2,186
-396
| -15% | -$15.2K | 0.04% | 230 |
|
2022
Q2 | $111K | Sell |
2,582
-294
| -10% | -$12.6K | 0.04% | 204 |
|
2022
Q1 | $139K | Sell |
2,876
-387
| -12% | -$18.7K | 0.05% | 176 |
|
2021
Q4 | $167K | Buy |
3,263
+1,214
| +59% | +$62.1K | 0.07% | 140 |
|
2021
Q3 | $106K | Buy |
+2,049
| New | +$106K | 0.06% | 173 |
|