Betterment LLC’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,066
| Closed | -$617K | – | 115 |
|
|
2019
Q4 | $617K | Sell |
14,066
-126,703
| -90% | -$5.56M | ﹤0.01% | 88 |
|
|
2019
Q3 | $6.51M | Hold |
140,769
| – | – | 0.04% | 43 |
|
|
2019
Q2 | $6.51M | Sell |
140,769
-36,688
| -21% | -$1.7M | 0.04% | 43 |
|
|
2019
Q1 | $7.78M | Buy |
177,457
+11,642
| +7% | +$510K | 0.05% | 40 |
|
|
2018
Q4 | $7.14M | Buy |
165,815
+32,834
| +25% | +$1.41M | 0.05% | 37 |
|
|
2018
Q3 | $5.73M | Buy |
132,981
+25,988
| +24% | +$1.12M | 0.04% | 36 |
|
|
2018
Q2 | $4.75M | Buy |
106,993
+14,744
| +16% | +$654K | 0.03% | 40 |
|
|
2018
Q1 | $4.49M | Buy |
92,249
+38,574
| +72% | +$1.88M | 0.03% | 39 |
|
|
2017
Q4 | $2.59M | Buy |
53,675
+30,260
| +129% | +$1.46M | 0.02% | 39 |
|
|
2017
Q3 | $1.13M | Buy |
23,415
+17,082
| +270% | +$824K | 0.01% | 49 |
|
|
2017
Q2 | $295K | Buy |
+6,333
| New | +$295K | ﹤0.01% | 66 |
|