Wilson & Boucher Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,420
| Closed | -$227K | – | 110 |
|
|
2024
Q4 | $227K | Sell |
5,420
-600
| -10% | -$25.1K | 0.16% | 104 |
|
|
2024
Q3 | $276K | Hold |
6,020
| – | – | 0.19% | 101 |
|
|
2024
Q2 | $256K | Hold |
6,020
| – | – | 0.2% | 100 |
|
|
2024
Q1 | $247K | Sell |
6,020
-280
| -4% | -$11.5K | 0.19% | 103 |
|
|
2023
Q4 | $253K | Hold |
6,300
| – | – | 0.21% | 94 |
|
|
2023
Q3 | $239K | Buy |
6,300
+60
| +1% | +$2.28K | 0.23% | 90 |
|
|
2023
Q2 | $247K | Hold |
6,240
| – | – | 0.22% | 95 |
|
|
2023
Q1 | $246K | Hold |
6,240
| – | – | 0.24% | 89 |
|
|
2022
Q4 | $236K | Hold |
6,240
| – | – | 0.24% | 89 |
|
|
2022
Q3 | $218K | Sell |
6,240
-175
| -3% | -$6.11K | 0.25% | 85 |
|
|
2022
Q2 | $257K | Sell |
6,415
-400
| -6% | -$16K | 0.28% | 83 |
|
|
2022
Q1 | $308K | Hold |
6,815
| – | – | 0.28% | 83 |
|
|
2021
Q4 | $333K | Buy |
+6,815
| New | +$333K | 0.3% | 81 |
|