AWM
Ameliora Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-410
| Closed | -$15.1K | – | 201 |
|
|
2023
Q4 | $15.1K | Hold |
410
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $14.3K | Hold |
410
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $15.2K | Sell |
410
-942
| -70% | -$34.9K | 0.01% | 159 |
|
|
2023
Q1 | $48.7K | Sell |
1,352
-78,512
| -98% | -$2.83M | 0.03% | 131 |
|
|
2022
Q4 | $2.77M | Sell |
79,864
-61,208
| -43% | -$2.12M | 1.48% | 25 |
|
|
2022
Q3 | $4.55M | Buy |
+141,072
| New | +$4.55M | 2.46% | 14 |
|