Convergent Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,161
| Closed | -$1.01M | – | 40 |
|
|
2015
Q2 | $1.01M | Hold |
9,161
| – | – | 0.23% | 28 |
|
|
2015
Q1 | $1.03M | Buy |
+9,161
| New | +$1.03M | 0.15% | 34 |
|
|
2014
Q4 | – | Sell |
-9,161
| Closed | -$1.03M | – | 31 |
|
|
2014
Q3 | $1.03M | Hold |
9,161
| – | – | 0.14% | 27 |
|
|
2014
Q2 | $1.06M | Buy |
+9,161
| New | +$1.06M | 0.15% | 23 |
|