SWA
Sutton Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $742K | Sell |
19,555
-31,724
| -62% | -$1.2M | 0.37% | 50 |
|
|
2023
Q2 | $2.03M | Sell |
51,279
-3,679
| -7% | -$146K | 0.98% | 22 |
|
|
2023
Q1 | $2.17M | Buy |
54,958
+2,199
| +4% | +$86.8K | 1.16% | 20 |
|
|
2022
Q4 | $2M | Buy |
52,759
+4,325
| +9% | +$164K | 0.76% | 24 |
|
|
2022
Q3 | $1.69M | Sell |
48,434
-3,636
| -7% | -$127K | 0.69% | 28 |
|
|
2022
Q2 | $2.09M | Buy |
52,070
+83
| +0.2% | +$3.33K | 0.83% | 25 |
|
|
2022
Q1 | $2.35M | Sell |
51,987
-500
| -1% | -$22.6K | 0.81% | 28 |
|
|
2021
Q4 | $2.56M | Buy |
52,487
+555
| +1% | +$27.1K | 0.85% | 26 |
|
|
2021
Q3 | $2.62M | Buy |
51,932
+2
| +0% | +$101 | 0.97% | 24 |
|
|
2021
Q2 | $2.86M | Buy |
51,930
+3,768
| +8% | +$208K | 1.05% | 21 |
|
|
2021
Q1 | $2.57M | Sell |
48,162
-294
| -0.6% | -$15.7K | 1.01% | 22 |
|
|
2020
Q4 | $2.5M | Sell |
48,456
-1,777
| -4% | -$91.8K | 1.06% | 19 |
|
|
2020
Q3 | $2.21M | Sell |
50,233
-228
| -0.5% | -$10.1K | 1.07% | 18 |
|
|
2020
Q2 | $2.02M | Buy |
50,461
+9,849
| +24% | +$394K | 1.06% | 18 |
|
|
2020
Q1 | $1.39M | Buy |
40,612
+1,900
| +5% | +$64.8K | 0.87% | 23 |
|
|
2019
Q4 | $1.74M | Buy |
38,712
+118
| +0.3% | +$5.3K | 0.89% | 18 |
|
|
2019
Q3 | $1.58M | Buy |
38,594
+954
| +3% | +$39K | 0.88% | 18 |
|
|
2019
Q2 | $1.62M | Buy |
37,640
+475
| +1% | +$20.4K | 0.93% | 19 |
|
|
2019
Q1 | $1.6M | Sell |
37,165
-817
| -2% | -$35.1K | 0.93% | 20 |
|
|
2018
Q4 | $1.48M | Buy |
37,982
+5,258
| +16% | +$205K | 0.96% | 19 |
|
|
2018
Q3 | $1.4M | Buy |
32,724
+446
| +1% | +$19.1K | 0.92% | 15 |
|
|
2018
Q2 | $1.4M | Buy |
32,278
+1,825
| +6% | +$79.1K | 0.97% | 14 |
|
|
2018
Q1 | $1.47M | Buy |
30,453
+1,195
| +4% | +$57.7K | 1.05% | 15 |
|
|
2017
Q4 | $1.38M | Buy |
29,258
+915
| +3% | +$43.1K | 1.01% | 16 |
|
|
2017
Q3 | $1.27M | Buy |
28,343
+2,766
| +11% | +$124K | 0.97% | 16 |
|
|
2017
Q2 | $1.06M | Buy |
25,577
+3,073
| +14% | +$127K | 0.84% | 18 |
|
|
2017
Q1 | $886K | Buy |
22,504
+7,703
| +52% | +$303K | 0.74% | 18 |
|
|
2016
Q4 | $518K | Sell |
14,801
-312
| -2% | -$10.9K | 0.46% | 40 |
|
|
2016
Q3 | $566K | Buy |
15,113
+959
| +7% | +$35.9K | 0.52% | 36 |
|
|
2016
Q2 | $486K | Buy |
14,154
+693
| +5% | +$23.8K | 0.46% | 40 |
|
|
2016
Q1 | $461K | Buy |
+13,461
| New | +$461K | 0.44% | 41 |
|