TW
Transform Wealth’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,036
| Closed | -$354K | – | 222 |
|
|
2021
Q3 | $354K | Buy |
+7,036
| New | +$354K | 0.04% | 182 |
|
|
2018
Q3 | – | Sell |
-23,917
| Closed | -$1.04M | – | 201 |
|
|
2018
Q2 | $1.04M | Sell |
23,917
-8,510
| -26% | -$369K | 0.19% | 132 |
|
|
2018
Q1 | $1.57M | Sell |
32,427
-213
| -0.7% | -$10.3K | 0.3% | 110 |
|
|
2017
Q4 | $1.54M | Hold |
32,640
| – | – | 0.28% | 117 |
|
|
2017
Q3 | $1.46M | Hold |
32,640
| – | – | 0.51% | 64 |
|
|
2017
Q2 | $1.35M | Sell |
32,640
-1,250
| -4% | -$51.7K | 1.52% | 23 |
|
|
2017
Q1 | $1.34M | Sell |
33,890
-7,260
| -18% | -$286K | 0.5% | 61 |
|
|
2016
Q4 | $1.44M | Buy |
41,150
+100
| +0.2% | +$3.5K | 0.57% | 49 |
|
|
2016
Q3 | $1.54M | Sell |
41,050
-100
| -0.2% | -$3.74K | 0.66% | 40 |
|
|
2016
Q2 | $1.41M | Buy |
+41,150
| New | +$1.41M | 0.59% | 55 |
|