TWMP
Taylor Wealth Management Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$141K | – | 141 |
|
|
2017
Q4 | $141K | Hold |
3,000
| – | – | 0.06% | 69 |
|
|
2017
Q3 | $134K | Hold |
3,000
| – | – | 0.06% | 73 |
|
|
2017
Q2 | $124K | Hold |
3,000
| – | – | 0.06% | 72 |
|
|
2017
Q1 | $118K | Sell |
3,000
-1,000
| -25% | -$39.3K | 0.05% | 74 |
|
|
2016
Q4 | $140K | Sell |
4,000
-203,440
| -98% | -$7.12M | 0.06% | 68 |
|
|
2016
Q3 | $7.77M | Sell |
207,440
-47,425
| -19% | -$1.78M | 3.48% | 9 |
|
|
2016
Q2 | $8.76M | Sell |
254,865
-24,175
| -9% | -$831K | 3.51% | 8 |
|
|
2016
Q1 | $9.56M | Buy |
+279,040
| New | +$9.56M | 4.51% | 8 |
|