SWP
Summit Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,194
| Closed | -$208K | – | 162 |
|
|
2022
Q2 | $208K | Buy |
5,194
+7
| +0.1% | +$281 | 0.06% | 155 |
|
|
2022
Q1 | $234K | Hold |
5,187
| – | – | 0.05% | 150 |
|
|
2021
Q4 | $253K | Sell |
5,187
-182
| -3% | -$8.89K | 0.05% | 139 |
|
|
2021
Q3 | $270K | Sell |
5,369
-928
| -15% | -$46.8K | 0.06% | 129 |
|
|
2021
Q2 | $347K | Sell |
6,297
-539
| -8% | -$29.7K | 0.08% | 112 |
|
|
2021
Q1 | $365K | Buy |
6,836
+481
| +8% | +$25.7K | 0.09% | 106 |
|
|
2020
Q4 | $328K | Sell |
6,355
-3,163
| -33% | -$163K | 0.09% | 108 |
|
|
2020
Q3 | $420K | Sell |
9,518
-851
| -8% | -$37.5K | 0.13% | 99 |
|
|
2020
Q2 | $415K | Buy |
10,369
+83
| +0.8% | +$3.32K | 0.13% | 97 |
|
|
2020
Q1 | $351K | Buy |
10,286
+737
| +8% | +$25.2K | 0.14% | 77 |
|
|
2019
Q4 | $428K | Buy |
+9,549
| New | +$428K | 0.15% | 72 |
|