WealthPLAN Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-437	Closed	-$17.3K	–	523
2023 Q2	$17.3K	Sell	437 -87	-17%	-$3.42K	﹤0.01%	707
2023 Q1	$20.7K	Buy	+524	New	+$20.8K	﹤0.01%	722
2020 Q1	–	Sell	-15,951	Closed	-$714K	–	263
2019 Q4	$714K	Sell	15,951 -25,038	-61%	-$1.07M	0.08%	134
2019 Q3	$1.75M	Sell	40,989 -5,763	-12%	-$238K	0.24%	85
2019 Q2	$1.86M	Sell	46,752 -38,095	-45%	-$1.62M	0.28%	81
2019 Q1	$3.5M	Sell	84,847 -3,009	-3%	-$127K	0.55%	53
2018 Q4	$3.7M	Buy	87,856 +25,209	+40%	+$1.01M	0.59%	51
2018 Q3	$2.47M	Buy	62,647 +13,869	+28%	+$599K	0.45%	64
2018 Q2	$2.11M	Buy	48,778 +2,114	+5%	+$97.9K	0.43%	67
2018 Q1	$2.25M	Buy	46,664 +22,250	+91%	+$1.09M	0.49%	56
2017 Q4	$1.15M	Buy	24,414 +939	+4%	+$43.5K	0.31%	82
2017 Q3	$1.05M	Sell	23,475 -28,225	-55%	-$1.24M	0.3%	72
2017 Q2	$2.14M	Buy	51,700 +50,037	+3,009%	+$2.04M	0.61%	46
2017 Q1	$65.7K	Buy	+1,663	New	+$63.2K	0.23%	84
2016 Q3	$1.88M	Sell	50,417 -60,311	-54%	-$2.2M	0.61%	33
2016 Q2	$1.65M	Buy	+110,728	New	+$3.72M	0.21%	83
2015 Q4	$1.62M	Buy	+180,418	New	+$6.19M	0.26%	71
2015 Q2	$12K	Hold	295	–	–	0.01%	299
2015 Q1	$12K	Buy	+295	New	+$11.7K	0.01%	363