Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48
| Closed | -$4.34K | – | 201 |
|
|
2024
Q1 | $4.34K | Buy |
48
+17
| +55% | +$1.54K | ﹤0.01% | 179 |
|
|
2023
Q4 | $2.77K | Hold |
31
| – | – | ﹤0.01% | 1253 |
|
|
2023
Q3 | $2.53K | Buy |
+31
| New | +$2.53K | ﹤0.01% | 1259 |
|
|
2023
Q1 | – | Hold |
0
| – | -$8 | – | 1923 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1907 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$2K | – | 1747 |
|
|
2022
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1218 |
|
|
2021
Q4 | – | Sell |
-22
| Closed | -$2K | – | 1702 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q1 | $2K | Sell |
22
-658
| -97% | -$59.8K | ﹤0.01% | 1081 |
|
|
2020
Q4 | $79K | Hold |
680
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $75K | Buy |
+680
| New | +$75K | 0.02% | 237 |
|