WealthPLAN Partners’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,200
| Closed | -$204K | – | 333 |
|
|
2023
Q4 | $204K | Buy |
+7,200
| New | +$204K | 0.02% | 305 |
|
|
2023
Q3 | – | Sell |
-7,200
| Closed | -$201K | – | 796 |
|
|
2023
Q2 | $201K | Hold |
7,200
| – | – | 0.03% | 288 |
|
|
2023
Q1 | $195K | Hold |
7,200
| – | – | 0.02% | 307 |
|
|
2022
Q4 | $203K | Buy |
+7,200
| New | +$203K | 0.01% | 374 |
|