Confluence Wealth Management LLC EEM Holdings History
Confluence Wealth Management LLC's iShares MSCI Emerging Markets ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 155,789.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $6.37 Mil. This investment constitutes 3.13% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.02% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2014Q1. And since then Confluence Wealth Management LLC has made 8 purchases of EEM, at an average price of $40.25, for a total of 305,395.00 shares. In addition, there have been 7 sales at an average price of $37.87 for 149,606.00 shares. Based on historical transaction data and EEM's current price of $49.19, Confluence Wealth Management LLC's estimated gain on his EEM holdings is $1.04 Mil, reflecting a 8.43% gain to date.
Confluence Wealth Management LLC EEM ($49.19) Holding Chart
Confluence Wealth Management LLC EEM ($49.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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