SWM
Selective Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-195
| Closed | -$8K | – | 398 |
|
|
2022
Q3 | $8K | Buy |
195
+184
| +1,673% | +$7.55K | ﹤0.01% | 546 |
|
|
2022
Q2 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 721 |
|
|
2022
Q1 | $1K | Buy |
10
+4
| +67% | +$400 | ﹤0.01% | 686 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 680 |
|
|
2021
Q1 | – | Sell |
-234
| Closed | -$15K | – | 401 |
|
|
2020
Q4 | $15K | Buy |
+234
| New | +$15K | 0.01% | 208 |
|
|
2020
Q3 | – | Sell |
-43
| Closed | -$2K | – | 359 |
|
|
2020
Q2 | $2K | Buy |
43
+23
| +115% | +$1.07K | ﹤0.01% | 377 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 308 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 309 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 318 |
|