CWA
Clarus Wealth Advisors’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
Q3 | – | Sell |
-3,461
| Closed | -$290K | – | 108 |
|
|
2022
Q2 | $290K | Buy |
3,461
+108
| +3% | +$9.05K | 0.2% | 82 |
|
|
2022
Q1 | $315K | Buy |
3,353
+572
| +21% | +$53.7K | 0.2% | 81 |
|
|
2021
Q4 | $295K | Sell |
2,781
-126
| -4% | -$13.4K | 0.17% | 84 |
|
|
2021
Q3 | $318K | Sell |
2,907
-33
| -1% | -$3.61K | 0.2% | 79 |
|
|
2021
Q2 | $330K | Buy |
2,940
+373
| +15% | +$41.9K | 0.21% | 78 |
|
|
2021
Q1 | $281K | Buy |
2,567
+473
| +23% | +$51.8K | 0.18% | 105 |
|
|
2020
Q4 | $238K | Buy |
2,094
+4
| +0.2% | +$455 | 0.16% | 112 |
|
|
2020
Q3 | $232K | Buy |
2,090
+29
| +1% | +$3.22K | 0.18% | 108 |
|
|
2020
Q2 | $226K | Sell |
2,061
-122
| -6% | -$13.4K | 0.19% | 110 |
|
|
2020
Q1 | $209K | Buy |
2,183
+390
| +22% | +$37.3K | 0.21% | 107 |
|
|
2019
Q4 | $205K | Sell |
1,793
-151
| -8% | -$17.3K | 0.14% | 130 |
|
|
2019
Q3 | $220K | Buy |
1,944
+275
| +16% | +$31.1K | 0.16% | 123 |
|
|
2019
Q2 | $189K | Buy |
+1,669
| New | +$189K | 0.14% | 115 |
|