SSWG
Seven Springs Wealth Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,710
| Closed | -$174K | – | 110 |
|
|
2021
Q1 | $174K | Sell |
2,710
-38,401
| -93% | -$2.47M | 0.08% | 57 |
|
|
2020
Q4 | $2.55M | Sell |
41,111
-838
| -2% | -$52K | 1.32% | 14 |
|
|
2020
Q3 | $2.22M | Sell |
41,949
-22,324
| -35% | -$1.18M | 1.39% | 13 |
|
|
2020
Q2 | $3.06M | Buy |
64,273
+1,565
| +2% | +$74.5K | 1.95% | 12 |
|
|
2020
Q1 | $2.54M | Sell |
62,708
-82,303
| -57% | -$3.33M | 1.79% | 11 |
|
|
2019
Q4 | $7.8M | Buy |
+145,011
| New | +$7.8M | 5.29% | 6 |
|