Fulcrum Equity Management’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
Q2 | – | Sell |
-4,859
| Closed | -$475K | – | 76 |
|
|
2022
Q1 | $475K | Buy |
+4,859
| New | +$475K | 0.28% | 62 |
|
|
2021
Q4 | – | Sell |
-2,182
| Closed | -$240K | – | 183 |
|
|
2021
Q3 | $240K | Sell |
2,182
-13,716
| -86% | -$1.51M | 0.09% | 156 |
|
|
2021
Q2 | $1.79M | Buy |
15,898
+12,200
| +330% | +$1.37M | 0.67% | 48 |
|
|
2021
Q1 | $403K | Sell |
3,698
-8,475
| -70% | -$924K | 0.16% | 118 |
|
|
2020
Q4 | $1.41M | Buy |
12,173
+1,266
| +12% | +$147K | 0.56% | 54 |
|
|
2020
Q3 | $1.21M | Buy |
+10,907
| New | +$1.21M | 0.56% | 46 |
|
|
2019
Q2 | – | Sell |
-3,250
| Closed | -$358K | – | 89 |
|
|
2019
Q1 | $358K | Buy |
3,250
+10
| +0.3% | +$1.1K | 0.12% | 60 |
|
|
2018
Q4 | $337K | Buy |
+3,240
| New | +$337K | 0.12% | 38 |
|