SWM
Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-103,360
| Closed | -$4.64M | – | 24 |
|
|
2019
Q4 | $4.64M | Sell |
103,360
-7,275
| -7% | -$326K | 4.41% | 9 |
|
|
2019
Q3 | $4.52M | Buy |
110,635
+1,608
| +1% | +$65.7K | 4.28% | 10 |
|
|
2019
Q2 | $4.68M | Hold |
109,027
| – | – | 3.63% | 11 |
|
|
2019
Q1 | $4.68M | Buy |
+109,027
| New | +$4.68M | 4.3% | 11 |
|