Shepherd Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-27,857
| Closed | -$1.09M | – | 125 |
|
|
2018
Q4 | $1.09M | Sell |
27,857
-20,893
| -43% | -$816K | 0.24% | 53 |
|
|
2018
Q3 | $2.11M | Hold |
48,750
| – | – | 0.48% | 34 |
|
|
2018
Q2 | $2.09M | Buy |
48,750
+39,462
| +425% | +$1.69M | 0.47% | 34 |
|
|
2018
Q1 | $449K | Buy |
9,288
+1,396
| +18% | +$67.5K | 0.11% | 81 |
|
|
2017
Q4 | $373K | Buy |
7,892
+1,824
| +30% | +$86.2K | 0.09% | 90 |
|
|
2017
Q3 | $277K | Buy |
+6,068
| New | +$277K | 0.06% | 101 |
|