Everhart Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,364
| Closed | -$267K | – | 203 |
|
|
2022
Q3 | $267K | Buy |
3,364
+849
| +34% | +$67.4K | 0.15% | 143 |
|
|
2022
Q2 | $214K | Sell |
2,515
-13
| -0.5% | -$1.11K | 0.13% | 166 |
|
|
2022
Q1 | $247K | Buy |
2,528
+136
| +6% | +$13.3K | 0.14% | 104 |
|
|
2021
Q4 | $261K | Sell |
2,392
-577
| -19% | -$63K | 0.16% | 96 |
|
|
2021
Q3 | $327K | Sell |
2,969
-1,356
| -31% | -$149K | 0.22% | 79 |
|
|
2021
Q2 | $486K | Buy |
4,325
+1,487
| +52% | +$167K | 0.33% | 54 |
|
|
2021
Q1 | $309K | Buy |
2,838
+72
| +3% | +$7.84K | 0.27% | 59 |
|
|
2020
Q4 | $321K | Buy |
+2,766
| New | +$321K | 0.3% | 56 |
|