Strait & Sound Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,250
| Closed | -$425K | – | 148 |
|
|
2024
Q1 | $425K | Hold |
10,250
| – | – | 0.24% | 69 |
|
|
2023
Q4 | $386K | Sell |
10,250
-10,250
| -50% | -$386K | 0.24% | 76 |
|
|
2023
Q3 | $778K | Sell |
20,500
-300
| -1% | -$11.4K | 0.67% | 34 |
|
|
2023
Q2 | $823K | Sell |
20,800
-200
| -1% | -$7.91K | 0.82% | 30 |
|
|
2023
Q1 | $829K | Buy |
21,000
+3,000
| +17% | +$118K | 0.82% | 32 |
|
|
2022
Q4 | $739K | Buy |
+18,000
| New | +$739K | 0.81% | 30 |
|