WR Wealth Planners’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Sell |
4,051
-7,210
| -64% | -$400K | 0.07% | 146 |
|
|
2024
Q3 | $688K | Buy |
11,261
+3,965
| +54% | +$242K | 0.19% | 86 |
|
|
2024
Q2 | $432K | Buy |
7,296
+933
| +15% | +$55.2K | 0.13% | 101 |
|
|
2024
Q1 | $366K | Buy |
+6,363
| New | +$366K | 0.11% | 118 |
|
|
2023
Q4 | – | Sell |
-220
| Closed | -$11K | – | 389 |
|
|
2023
Q3 | $11K | Hold |
220
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $11.4K | Buy |
+220
| New | +$11.4K | ﹤0.01% | 526 |
|