DWM
Darwin Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
222
+5
| +2% | +$228 | ﹤0.01% | 356 |
|
|
2025
Q1 | $9.66K | Hold |
217
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $9.66K | Sell |
217
-40
| -16% | -$1.78K | ﹤0.01% | 381 |
|
|
2024
Q3 | $11.8K | Buy |
+257
| New | +$11.8K | ﹤0.01% | 364 |
|
|
2022
Q1 | – | Sell |
-76,757
| Closed | -$3.84M | – | 171 |
|
|
2021
Q4 | $3.84M | Buy |
76,757
+12,572
| +20% | +$629K | 0.61% | 40 |
|
|
2021
Q3 | $3.33M | Buy |
64,185
+3,294
| +5% | +$171K | 0.53% | 41 |
|
|
2021
Q2 | $3.2M | Sell |
60,891
-50,378
| -45% | -$2.64M | 0.52% | 40 |
|
|
2021
Q1 | $5.78M | Buy |
+111,269
| New | +$5.78M | 1.01% | 24 |
|