BWP
Balboa Wealth Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
16,172
+7,075
| +78% | +$179K | 0.08% | 190 |
|
|
2025
Q1 | $217K | Buy |
+9,097
| New | +$217K | 0.05% | 254 |
|
|
2024
Q4 | – | Sell |
-9,438
| Closed | -$240K | – | 358 |
|
|
2024
Q3 | $240K | Sell |
9,438
-270
| -3% | -$6.86K | 0.06% | 232 |
|
|
2024
Q2 | $231K | Buy |
9,708
+658
| +7% | +$15.6K | 0.06% | 227 |
|
|
2024
Q1 | $222K | Buy |
9,050
+78
| +0.9% | +$1.91K | 0.07% | 209 |
|
|
2023
Q4 | $227K | Buy |
8,972
+101
| +1% | +$2.56K | 0.08% | 197 |
|
|
2023
Q3 | $212K | Buy |
8,871
+17
| +0.2% | +$406 | 0.08% | 201 |
|
|
2023
Q2 | $226K | Sell |
8,854
-1,108
| -11% | -$28.3K | 0.08% | 211 |
|
|
2023
Q1 | $252K | Buy |
+9,962
| New | +$252K | 0.1% | 188 |
|