Wealthstreet Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-49,893
| Closed | -$2.66M | – | 155 |
|
|
2021
Q1 | $2.66M | Buy |
49,893
+500
| +1% | +$26.7K | 0.26% | 91 |
|
|
2020
Q4 | $2.55M | Buy |
49,393
+14,580
| +42% | +$753K | 0.26% | 88 |
|
|
2020
Q3 | $1.54M | Buy |
34,813
+150
| +0.4% | +$6.61K | 0.17% | 121 |
|
|
2020
Q2 | $1.39M | Hold |
34,663
| – | – | 0.17% | 122 |
|
|
2020
Q1 | $1.18M | Sell |
34,663
-235
| -0.7% | -$8.02K | 0.17% | 116 |
|
|
2019
Q4 | $1.57M | Hold |
34,898
| – | – | 0.18% | 117 |
|
|
2019
Q3 | $1.49M | Sell |
34,898
-1,000
| -3% | -$42.7K | 0.19% | 111 |
|
|
2019
Q2 | $1.54M | Sell |
35,898
-50
| -0.1% | -$2.15K | 0.2% | 111 |
|
|
2019
Q1 | $1.54M | Buy |
35,948
+10,650
| +42% | +$457K | 0.2% | 109 |
|
|
2018
Q4 | $1.06M | Sell |
25,298
-16,577
| -40% | -$692K | 0.15% | 132 |
|
|
2018
Q3 | $1.8M | Sell |
41,875
-13,206
| -24% | -$567K | 0.22% | 101 |
|
|
2018
Q2 | $2.39M | Sell |
55,081
-12,552
| -19% | -$544K | 0.32% | 79 |
|
|
2018
Q1 | $3.27M | Buy |
67,633
+753
| +1% | +$36.4K | 0.41% | 61 |
|
|
2017
Q4 | $3.15M | Buy |
+66,880
| New | +$3.15M | 0.38% | 67 |
|