SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,666
| Closed | -$244K | – | 59 |
|
|
2019
Q2 | $244K | Sell |
5,666
-44,410
| -89% | -$1.91M | 0.23% | 47 |
|
|
2019
Q1 | $2.15M | Buy |
50,076
+44,284
| +765% | +$1.9M | 1.74% | 15 |
|
|
2018
Q4 | $226K | Buy |
5,792
+709
| +14% | +$27.7K | 0.22% | 54 |
|
|
2018
Q3 | $218K | Sell |
5,083
-290
| -5% | -$12.4K | 0.19% | 57 |
|
|
2018
Q2 | $230K | Sell |
5,373
-1,580
| -23% | -$67.6K | 0.24% | 51 |
|
|
2018
Q1 | $335K | Buy |
6,953
+2,073
| +42% | +$99.9K | 0.32% | 42 |
|
|
2017
Q4 | $241K | Buy |
+4,880
| New | +$241K | 0.22% | 49 |
|