Wealthcare Advisory Partners’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-315
| Closed | -$18K | – | 894 |
|
2021
Q1 | $18K | Buy |
+315
| New | +$18K | ﹤0.01% | 1232 |
|
2020
Q2 | – | Sell |
-271
| Closed | -$9K | – | 591 |
|
2020
Q1 | $9K | Sell |
271
-128
| -32% | -$4.25K | ﹤0.01% | 944 |
|
2019
Q4 | $18K | Hold |
399
| – | – | ﹤0.01% | 786 |
|
2019
Q3 | $17K | Buy |
399
+271
| +212% | +$11.5K | ﹤0.01% | 787 |
|
2019
Q2 | $6K | Hold |
128
| – | – | ﹤0.01% | 1014 |
|
2019
Q1 | $6K | Sell |
128
-96
| -43% | -$4.5K | ﹤0.01% | 917 |
|
2018
Q4 | $9K | Buy |
+224
| New | +$9K | ﹤0.01% | 802 |
|