Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-245
| Closed | -$26K | – | 528 |
|
|
2018
Q3 | $26K | Buy |
+245
| New | +$26K | ﹤0.01% | 637 |
|
|
2018
Q2 | – | Sell |
-1,895
| Closed | -$214K | – | 567 |
|
|
2018
Q1 | $214K | Sell |
1,895
-796
| -30% | -$89.9K | 0.02% | 281 |
|
|
2017
Q4 | $312K | Buy |
2,691
+279
| +12% | +$32.3K | 0.03% | 225 |
|
|
2017
Q3 | $281K | Buy |
2,412
+136
| +6% | +$15.8K | 0.02% | 285 |
|
|
2017
Q2 | $260K | Sell |
2,276
-177
| -7% | -$20.2K | 0.02% | 277 |
|
|
2017
Q1 | $279K | Sell |
2,453
-8
| -0.3% | -$910 | 0.02% | 251 |
|
|
2016
Q4 | $271K | Buy |
+2,461
| New | +$271K | 0.03% | 240 |
|