BDWM
Brewin Dolphin Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.85M | Sell |
56,880
-2,573
| -4% | -$220K | 0.53% | 35 |
|
|
2022
Q1 | $5.81M | Buy |
59,453
+429
| +0.7% | +$41.9K | 0.65% | 35 |
|
|
2021
Q4 | $6.44M | Buy |
59,024
+539
| +0.9% | +$58.8K | 0.69% | 33 |
|
|
2021
Q3 | $6.44M | Buy |
58,485
+2,631
| +5% | +$290K | 0.73% | 30 |
|
|
2021
Q2 | $6.28M | Buy |
55,854
+8,194
| +17% | +$921K | 0.76% | 30 |
|
|
2021
Q1 | $5.19M | Buy |
47,660
+2,320
| +5% | +$253K | 0.79% | 25 |
|
|
2020
Q4 | $5.26M | Buy |
45,340
+638
| +1% | +$74K | 0.88% | 23 |
|
|
2020
Q3 | $4.96M | Sell |
44,702
-1,455
| -3% | -$161K | 0.92% | 22 |
|
|
2020
Q2 | $5.04M | Buy |
+46,157
| New | +$5.04M | 1.08% | 19 |
|