WR Wealth Planners’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $106K | Sell |
2,344
-3,033
| -56% | -$138K | 0.03% | 226 |
|
|
2024
Q3 | $271K | Buy |
5,377
+175
| +3% | +$8.81K | 0.08% | 154 |
|
|
2024
Q2 | $235K | Buy |
5,202
+18
| +0.3% | +$812 | 0.07% | 152 |
|
|
2024
Q1 | $227K | Sell |
5,184
-10,757
| -67% | -$471K | 0.07% | 158 |
|
|
2023
Q4 | $701K | Sell |
15,941
-2,542
| -14% | -$112K | 0.26% | 68 |
|
|
2023
Q3 | $791K | Buy |
18,483
+908
| +5% | +$38.8K | 0.3% | 53 |
|
|
2023
Q2 | $787K | Buy |
17,575
+183
| +1% | +$8.19K | 0.3% | 57 |
|
|
2023
Q1 | $792K | Sell |
17,392
-1,638
| -9% | -$74.6K | 0.34% | 50 |
|
|
2022
Q4 | $811K | Buy |
19,030
+1,211
| +7% | +$51.6K | 0.5% | 37 |
|
|
2022
Q3 | $726K | Buy |
17,819
+740
| +4% | +$30.2K | 0.51% | 34 |
|
|
2022
Q2 | $810K | Buy |
17,079
+670
| +4% | +$31.8K | 0.53% | 34 |
|
|
2022
Q1 | $884K | Buy |
+16,409
| New | +$884K | 0.53% | 38 |
|