TWM
Torch Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $216K | Buy |
+4,820
| New | +$216K | 0.12% | 108 |
|
|
2016
Q1 | – | Sell |
-30,427
| Closed | -$979K | – | 100 |
|
|
2015
Q4 | $979K | Sell |
30,427
-20,732
| -41% | -$667K | 0.72% | 52 |
|
|
2015
Q3 | $1.68M | Sell |
51,159
-26,592
| -34% | -$872K | 1.29% | 30 |
|
|
2015
Q2 | $3.08M | Buy |
77,751
+6,331
| +9% | +$251K | 2.13% | 7 |
|
|
2015
Q1 | $2.87M | Buy |
71,420
+189
| +0.3% | +$7.58K | 2.22% | 7 |
|
|
2014
Q4 | $2.8M | Buy |
71,231
+3,336
| +5% | +$131K | 2.15% | 8 |
|
|
2014
Q3 | $2.82M | Buy |
67,895
+419
| +0.6% | +$17.4K | 2.07% | 9 |
|
|
2014
Q2 | $2.92M | Buy |
67,476
+175
| +0.3% | +$7.57K | 1.98% | 9 |
|
|
2014
Q1 | $2.76M | Sell |
67,301
-10,535
| -14% | -$432K | 2% | 9 |
|
|
2013
Q4 | $3.25M | Buy |
+77,836
| New | +$3.25M | 2.48% | 7 |
|