Wellesley Investment 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
2020
Q3
$508K Buy
9,640
+964
+11% +$50.8K 0.17% 61
2020
Q2
$412K Hold
8,676
0.15% 67
2020
Q1
$351K Hold
8,676
0.14% 72
2019
Q4
$466K Sell
8,676
-300
-3% -$16.1K 0.14% 76
2019
Q3
$440K Buy
+8,976
New +$440K 0.14% 72