Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-98
| Closed | -$4K | – | 4574 |
|
|
2017
Q1 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 3992 |
|
|
2016
Q4 | – | Sell |
-462
| Closed | -$21K | – | 4523 |
|
|
2016
Q3 | $21K | Buy |
462
+383
| +485% | +$17.4K | ﹤0.01% | 3000 |
|
|
2016
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 3669 |
|
|
2016
Q1 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 3745 |
|
|
2015
Q1 | – | Sell |
-214
| Closed | -$10K | – | 4150 |
|
|
2014
Q4 | $10K | Buy |
+214
| New | +$10K | ﹤0.01% | 3078 |
|
|
2014
Q3 | – | Sell |
-1,171
| Closed | -$60K | – | 3931 |
|
|
2014
Q2 | $60K | Hold |
1,171
| – | – | ﹤0.01% | 1739 |
|
|
2014
Q1 | $58K | Hold |
1,171
| – | – | ﹤0.01% | 1704 |
|
|
2013
Q4 | $57K | Hold |
1,171
| – | – | ﹤0.01% | 1518 |
|
|
2013
Q3 | $58K | Hold |
1,171
| – | – | ﹤0.01% | 1424 |
|
|
2013
Q2 | $58K | Buy |
+1,171
| New | +$58K | ﹤0.01% | 1306 |
|