ULWM
Upper Left Wealth Management’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,722
| Closed | -$378K | – | 60 |
|
2023
Q4 | $378K | Sell |
5,722
-175
| -3% | -$11.6K | 0.37% | 49 |
|
2023
Q3 | $371K | Buy |
5,897
+460
| +8% | +$29K | 0.39% | 47 |
|
2023
Q2 | $357K | Buy |
5,437
+804
| +17% | +$52.8K | 0.4% | 45 |
|
2023
Q1 | $308K | Sell |
4,633
-1,102
| -19% | -$73.2K | 0.35% | 48 |
|
2022
Q4 | $363K | Buy |
+5,735
| New | +$363K | 0.43% | 45 |
|
2022
Q3 | – | Sell |
-2,984
| Closed | -$203K | – | 50 |
|
2022
Q2 | $203K | Buy |
+2,984
| New | +$203K | 0.24% | 50 |
|