White Lighthouse Investment Management’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
Q1 | – | Sell |
-5,784
| Closed | -$311K | – | 116 |
|
|
2019
Q4 | $311K | Hold |
5,784
| – | – | 0.11% | 106 |
|
|
2019
Q3 | $284K | Sell |
5,784
-500
| -8% | -$24.6K | 0.11% | 110 |
|
|
2019
Q2 | $323K | Hold |
6,284
| – | – | 0.13% | 96 |
|
|
2019
Q1 | $325K | Sell |
6,284
-1,500
| -19% | -$77.6K | 0.15% | 91 |
|
|
2018
Q4 | $367K | Buy |
7,784
+610
| +9% | +$28.8K | 0.2% | 83 |
|
|
2018
Q3 | $371K | Sell |
7,174
-24
| -0.3% | -$1.24K | 0.19% | 82 |
|
|
2018
Q2 | $378K | Hold |
7,198
| – | – | 0.21% | 83 |
|
|
2018
Q1 | $420K | Buy |
7,198
+399
| +6% | +$23.3K | 0.24% | 78 |
|
|
2017
Q4 | $387K | Buy |
+6,799
| New | +$387K | 0.22% | 84 |
|