Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,307
| Closed | -$353K | – | 101 |
|
|
2021
Q1 | $353K | Buy |
+10,307
| New | +$353K | 0.17% | 57 |
|
|
2020
Q4 | – | Sell |
-8,774
| Closed | -$388K | – | 93 |
|
|
2020
Q3 | $388K | Hold |
8,774
| – | – | 0.15% | 56 |
|
|
2020
Q2 | $352K | Sell |
8,774
-1,533
| -15% | -$61.5K | 0.15% | 59 |
|
|
2020
Q1 | $353K | Buy |
+10,307
| New | +$353K | 0.17% | 57 |
|