Abundance Wealth Counselors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-92,604
| Closed | -$10.1M | – | 82 |
|
|
2020
Q2 | $10.1M | Sell |
92,604
-15,113
| -14% | -$1.65M | 3.07% | 9 |
|
|
2020
Q1 | $10.4M | Sell |
107,717
-10,523
| -9% | -$1.02M | 3.61% | 8 |
|
|
2019
Q4 | $13.5M | Sell |
118,240
-2,914
| -2% | -$334K | 3.77% | 9 |
|
|
2019
Q3 | $13.7M | Buy |
121,154
+9,246
| +8% | +$1.05M | 4.18% | 8 |
|
|
2019
Q2 | $12.7M | Buy |
111,908
+2,960
| +3% | +$335K | 3.94% | 8 |
|
|
2019
Q1 | $12M | Buy |
108,948
+8,666
| +9% | +$954K | 3.94% | 7 |
|
|
2018
Q4 | $10.4M | Buy |
+100,282
| New | +$10.4M | 3.83% | 7 |
|