Websterrogers Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,300
| Closed | -$210K | – | 70 |
|
|
2021
Q4 | $210K | Sell |
4,300
-327
| -7% | -$16K | 0.05% | 63 |
|
|
2021
Q3 | $233K | Hold |
4,627
| – | – | 0.05% | 54 |
|
|
2021
Q2 | $244K | Hold |
4,627
| – | – | 0.06% | 56 |
|
|
2021
Q1 | $247K | Sell |
4,627
-600
| -11% | -$32K | 0.07% | 47 |
|
|
2020
Q4 | $289K | Buy |
+5,227
| New | +$289K | 0.08% | 40 |
|