White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,091
| Closed | -$242K | – | 111 |
|
|
2020
Q1 | $242K | Sell |
7,091
-4,099
| -37% | -$140K | 0.1% | 105 |
|
|
2019
Q4 | $502K | Sell |
11,190
-1,444
| -11% | -$64.8K | 0.18% | 80 |
|
|
2019
Q3 | $516K | Sell |
12,634
-2,192
| -15% | -$89.5K | 0.21% | 76 |
|
|
2019
Q2 | $636K | Sell |
14,826
-1,093
| -7% | -$46.9K | 0.27% | 69 |
|
|
2019
Q1 | $683K | Sell |
15,919
-1,274
| -7% | -$54.7K | 0.31% | 62 |
|
|
2018
Q4 | $672K | Buy |
17,193
+917
| +6% | +$35.8K | 0.37% | 63 |
|
|
2018
Q3 | $699K | Buy |
16,276
+2,445
| +18% | +$105K | 0.36% | 63 |
|
|
2018
Q2 | $599K | Sell |
13,831
-2,288
| -14% | -$99.1K | 0.33% | 63 |
|
|
2018
Q1 | $778K | Sell |
16,119
-755
| -4% | -$36.4K | 0.45% | 54 |
|
|
2017
Q4 | $795K | Buy |
+16,874
| New | +$795K | 0.46% | 54 |
|