Southern Wealth Management, LLP EEM Holdings History
Southern Wealth Management, LLP's iShares MSCI Emerging Markets ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 148,025.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $5.84 Mil. This investment constitutes 2.27% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.02% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 8 purchases of EEM, at an average price of $44.01, for a total of 642,657.00 shares. In addition, there have been 4 sales at an average price of $37.55 for 494,632.00 shares. Based on historical transaction data and EEM's current price of $49.08, Southern Wealth Management, LLP's estimated gain on his EEM holdings is $-2.44 Mil, reflecting a -8.63% gain to date.
Southern Wealth Management, LLP EEM ($49.08) Holding Chart
Southern Wealth Management, LLP EEM ($49.08) 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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