WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4K | Sell |
76
-136
| -64% | -$7.16K | ﹤0.01% | 1326 |
|
|
2017
Q1 | $10K | Buy |
+212
| New | +$10K | ﹤0.01% | 1072 |
|
|
2016
Q4 | – | Sell |
-1,096
| Closed | -$50K | – | 1629 |
|
|
2016
Q3 | $50K | Buy |
1,096
+95
| +9% | +$4.33K | 0.01% | 706 |
|
|
2016
Q2 | $42K | Buy |
1,001
+8
| +0.8% | +$336 | 0.01% | 727 |
|
|
2016
Q1 | $41K | Buy |
993
+960
| +2,909% | +$39.6K | 0.01% | 714 |
|
|
2015
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1457 |
|
|
2015
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1494 |
|
|
2015
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1482 |
|
|
2015
Q1 | $2K | Sell |
33
-831
| -96% | -$50.4K | ﹤0.01% | 1535 |
|
|
2014
Q4 | $41K | Sell |
864
-56
| -6% | -$2.66K | 0.01% | 951 |
|
|
2014
Q3 | $46K | Buy |
920
+5
| +0.5% | +$250 | 0.01% | 947 |
|
|
2014
Q2 | $47K | Hold |
915
| – | – | 0.01% | 935 |
|
|
2014
Q1 | $45K | Sell |
915
-1,537
| -63% | -$75.6K | 0.01% | 943 |
|
|
2013
Q4 | $122K | Buy |
2,452
+2,015
| +461% | +$100K | 0.02% | 670 |
|
|
2013
Q3 | $21K | Buy |
437
+366
| +515% | +$17.6K | ﹤0.01% | 1258 |
|
|
2013
Q2 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 1773 |
|