Sugarloaf 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
Q4 | $35.4K | Buy |
847
+14
| +2% | +$586 | 0.01% | 336 |
|
|
2024
Q3 | $38.2K | Sell |
833
-538
| -39% | -$24.7K | 0.01% | 339 |
|
|
2024
Q2 | $58.4K | Buy |
1,371
+9
| +0.7% | +$383 | 0.01% | 280 |
|
|
2024
Q1 | $55.9K | Sell |
1,362
-330
| -20% | -$13.6K | 0.01% | 280 |
|
|
2023
Q4 | $68K | Buy |
1,692
+25
| +1% | +$1.01K | 0.02% | 253 |
|
|
2023
Q3 | $63.3K | Buy |
1,667
+30
| +2% | +$1.14K | 0.02% | 260 |
|
|
2023
Q2 | $64.8K | Buy |
1,637
+11
| +0.7% | +$435 | 0.02% | 257 |
|
|
2023
Q1 | $64.2K | Sell |
1,626
-1
| -0.1% | -$39 | 0.02% | 253 |
|
|
2022
Q4 | $61.7K | Buy |
1,627
+19
| +1% | +$720 | 0.02% | 254 |
|
|
2022
Q3 | $57K | Sell |
1,608
-574
| -26% | -$20.3K | 0.01% | 265 |
|
|
2022
Q2 | $87K | Buy |
2,182
+14
| +0.6% | +$558 | 0.02% | 204 |
|
|
2022
Q1 | $98K | Buy |
2,168
+1
| +0% | +$45 | 0.02% | 189 |
|
|
2021
Q4 | $106K | Sell |
2,167
-134
| -6% | -$6.56K | 0.03% | 191 |
|
|
2021
Q3 | $116K | Hold |
2,301
| – | – | 0.03% | 173 |
|
|
2021
Q2 | $127K | Buy |
2,301
+2,141
| +1,338% | +$118K | 0.03% | 160 |
|
|
2021
Q1 | $145 | Sell |
160
-2,557
| -94% | -$2.32K | 0.04% | 145 |
|
|
2020
Q4 | $140K | Buy |
2,717
+21
| +0.8% | +$1.08K | 0.05% | 143 |
|
|
2020
Q3 | $119K | Sell |
2,696
-778
| -22% | -$34.3K | 0.04% | 144 |
|
|
2020
Q2 | $139K | Sell |
3,474
-1,239
| -26% | -$49.6K | 0.05% | 136 |
|
|
2020
Q1 | $161K | Buy |
4,713
+625
| +15% | +$21.4K | 0.07% | 115 |
|
|
2019
Q4 | $183K | Buy |
+4,088
| New | +$183K | 0.08% | 121 |
|