AWA
Arkadios Wealth Advisors’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-59,859
| Closed | -$3.05M | – | 562 |
|
|
2021
Q4 | $3.05M | Buy |
59,859
+2,226
| +4% | +$114K | 0.4% | 60 |
|
|
2021
Q3 | $2.99M | Buy |
57,633
+1,867
| +3% | +$96.9K | 0.43% | 54 |
|
|
2021
Q2 | $2.93M | Buy |
55,766
+1,579
| +3% | +$82.9K | 0.36% | 69 |
|
|
2021
Q1 | $2.82M | Buy |
54,187
+1,273
| +2% | +$66.2K | 0.46% | 54 |
|
|
2020
Q4 | $2.81M | Buy |
+52,914
| New | +$2.81M | 0.59% | 40 |
|