SWM
Sugarloaf Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.34K | Buy |
160
+7
| +5% | +$365 | ﹤0.01% | 524 |
|
|
2024
Q3 | $8.77K | Hold |
153
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $8.18K | Sell |
153
-2,135
| -93% | -$114K | ﹤0.01% | 496 |
|
|
2024
Q1 | $118K | Hold |
2,288
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $116K | Buy |
2,288
+41
| +2% | +$2.07K | 0.03% | 208 |
|
|
2023
Q3 | $107K | Sell |
2,247
-1
| -0% | -$48 | 0.03% | 203 |
|
|
2023
Q2 | $111K | Sell |
2,248
-425
| -16% | -$21K | 0.03% | 197 |
|
|
2023
Q1 | $130K | Sell |
2,673
-3,701
| -58% | -$181K | 0.03% | 175 |
|
|
2022
Q4 | $298K | Sell |
6,374
-128
| -2% | -$5.98K | 0.07% | 102 |
|
|
2022
Q3 | $280K | Sell |
6,502
-563
| -8% | -$24.2K | 0.07% | 101 |
|
|
2022
Q2 | $347K | Sell |
7,065
-110,424
| -94% | -$5.42M | 0.09% | 86 |
|
|
2022
Q1 | $6.54M | Sell |
117,489
-10,625
| -8% | -$591K | 1.55% | 12 |
|
|
2021
Q4 | $7.67M | Buy |
128,114
+7,525
| +6% | +$450K | 1.82% | 12 |
|
|
2021
Q3 | $7.45M | Sell |
120,589
-98,431
| -45% | -$6.08M | 1.96% | 12 |
|
|
2021
Q2 | $14.7M | Buy |
219,020
+216,886
| +10,163% | +$14.6M | 4.01% | 6 |
|
|
2021
Q1 | $12.9K | Sell |
2,134
-122,608
| -98% | -$739K | 3.84% | 6 |
|
|
2020
Q4 | $7.74M | Buy |
124,742
+4,095
| +3% | +$254K | 2.59% | 9 |
|
|
2020
Q3 | $6.4M | Sell |
120,647
-2,764
| -2% | -$147K | 2.33% | 10 |
|
|
2020
Q2 | $5.91M | Buy |
123,411
+236
| +0.2% | +$11.3K | 2.27% | 11 |
|
|
2020
Q1 | $4.99M | Buy |
123,175
+15,970
| +15% | +$646K | 2.23% | 10 |
|
|
2019
Q4 | $5.76M | Buy |
+107,205
| New | +$5.76M | 2.45% | 10 |
|