Colton Groome Financial Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,897
| Closed | -$226K | – | 124 |
|
2023
Q4 | $226K | Buy |
+8,897
| New | +$226K | 0.1% | 112 |
|
2021
Q3 | – | Sell |
-6,575
| Closed | -$206K | – | 103 |
|
2021
Q2 | $206K | Buy |
6,575
+53
| +0.8% | +$1.66K | 0.09% | 99 |
|
2021
Q1 | $200K | Sell |
6,522
-1,296
| -17% | -$39.7K | 0.11% | 68 |
|
2020
Q4 | $260K | Sell |
7,818
-2,750
| -26% | -$91.5K | 0.17% | 54 |
|
2020
Q3 | $326K | Sell |
10,568
-2,110
| -17% | -$65.1K | 0.23% | 46 |
|
2020
Q2 | $390K | Sell |
12,678
-176
| -1% | -$5.41K | 0.28% | 42 |
|
2020
Q1 | $366K | Sell |
12,854
-646
| -5% | -$18.4K | 0.3% | 42 |
|
2019
Q4 | $459K | Sell |
13,500
-702
| -5% | -$23.9K | 0.33% | 46 |
|
2019
Q3 | $475K | Buy |
14,202
+10
| +0.1% | +$334 | 0.35% | 46 |
|
2019
Q2 | $492K | Buy |
+14,192
| New | +$492K | 0.39% | 37 |
|