AWM
Ameliora Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$53.2K | – | 167 |
|
|
2024
Q2 | $53.2K | Hold |
1,200
| – | – | 0.02% | 117 |
|
|
2024
Q1 | $53.4K | Hold |
1,200
| – | – | 0.02% | 130 |
|
|
2023
Q4 | $53K | Hold |
1,200
| – | – | 0.03% | 114 |
|
|
2023
Q3 | $50.7K | Hold |
1,200
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $52K | Hold |
1,200
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $52.3K | Sell |
1,200
-4,358
| -78% | -$190K | 0.03% | 130 |
|
|
2022
Q4 | $238K | Hold |
5,558
| – | – | 0.13% | 65 |
|
|
2022
Q3 | $227K | Buy |
+5,558
| New | +$227K | 0.12% | 65 |
|