YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-535
| Closed | -$28K | – | 394 |
|
|
2019
Q2 | $28K | Hold |
535
| – | – | 0.01% | 425 |
|
|
2019
Q1 | $28K | Hold |
535
| – | – | 0.01% | 419 |
|
|
2018
Q4 | $25K | Hold |
535
| – | – | 0.01% | 410 |
|
|
2018
Q3 | $28K | Sell |
535
-45
| -8% | -$2.36K | 0.01% | 439 |
|
|
2018
Q2 | $30K | Hold |
580
| – | – | 0.01% | 432 |
|
|
2018
Q1 | $34K | Sell |
580
-651
| -53% | -$38.2K | 0.02% | 411 |
|
|
2017
Q4 | $70K | Buy |
1,231
+521
| +73% | +$29.6K | 0.03% | 335 |
|
|
2017
Q3 | $38K | Sell |
710
-500
| -41% | -$26.8K | 0.02% | 411 |
|
|
2017
Q2 | $61K | Hold |
1,210
| – | – | 0.03% | 345 |
|
|
2017
Q1 | $60K | Buy |
1,210
+192
| +19% | +$9.52K | 0.03% | 345 |
|
|
2016
Q4 | $44K | Buy |
+1,018
| New | +$44K | 0.03% | 370 |
|