Welch Capital Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,514
| Closed | -$202K | – | 23 |
|
|
2024
Q3 | $202K | Buy |
+3,514
| New | +$202K | 0.05% | 23 |
|
|
2022
Q3 | – | Sell |
-4,142
| Closed | -$203K | – | 33 |
|
|
2022
Q2 | $203K | Sell |
4,142
-1,995
| -33% | -$97.8K | 0.06% | 32 |
|
|
2022
Q1 | $341K | Hold |
6,137
| – | – | 0.08% | 28 |
|
|
2021
Q4 | $367K | Hold |
6,137
| – | – | 0.08% | 25 |
|
|
2021
Q3 | $379K | Hold |
6,137
| – | – | 0.09% | 17 |
|
|
2021
Q2 | $411K | Hold |
6,137
| – | – | 0.1% | 18 |
|
|
2021
Q1 | $395K | Hold |
6,137
| – | – | 0.1% | 20 |
|
|
2020
Q4 | $381K | Hold |
6,137
| – | – | 0.11% | 19 |
|
|
2020
Q3 | $324K | Hold |
6,137
| – | – | 0.1% | 19 |
|
|
2020
Q2 | $292K | Hold |
6,137
| – | – | 0.1% | 21 |
|
|
2020
Q1 | $248K | Hold |
6,137
| – | – | 0.1% | 20 |
|
|
2019
Q4 | $330K | Hold |
6,137
| – | – | 0.1% | 22 |
|
|
2019
Q3 | $301K | Hold |
6,137
| – | – | 0.1% | 24 |
|
|
2019
Q2 | $316K | Hold |
6,137
| – | – | 0.11% | 23 |
|
|
2019
Q1 | $317K | Hold |
6,137
| – | – | 0.11% | 25 |
|
|
2018
Q4 | $289K | Hold |
6,137
| – | – | 0.11% | 27 |
|
|
2018
Q3 | $318K | Hold |
6,137
| – | – | 0.1% | 29 |
|
|
2018
Q2 | $322K | Buy |
6,137
+2,060
| +51% | +$108K | 0.11% | 32 |
|
|
2018
Q1 | $238K | Buy |
+4,077
| New | +$238K | 0.08% | 35 |
|