WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $53.4K | Hold |
1,278
| – | – | 0.02% | 313 |
|
|
2024
Q3 | $58.6K | Sell |
1,278
-461
| -27% | -$21.1K | 0.02% | 323 |
|
|
2024
Q2 | $74.1K | Sell |
1,739
-342
| -16% | -$14.6K | 0.02% | 281 |
|
|
2024
Q1 | $85.5K | Buy |
+2,081
| New | +$85.5K | 0.03% | 274 |
|
|
2023
Q4 | – | Sell |
-9,033
| Closed | -$343K | – | 371 |
|
|
2023
Q3 | $343K | Buy |
9,033
+431
| +5% | +$16.4K | 0.13% | 126 |
|
|
2023
Q2 | $340K | Buy |
8,602
+7,197
| +512% | +$285K | 0.13% | 122 |
|
|
2023
Q1 | $55.4K | Buy |
+1,405
| New | +$55.4K | 0.02% | 307 |
|
|
2022
Q3 | – | Sell |
-58
| Closed | -$2.33K | – | 532 |
|
|
2022
Q2 | $2.33K | Buy |
+58
| New | +$2.33K | ﹤0.01% | 408 |
|