Hefty Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-376
| Closed | -$41K | – | 250 |
|
2016
Q4 | $41K | Sell |
376
-3
| -0.8% | -$327 | 0.03% | 126 |
|
2016
Q3 | $44K | Hold |
379
| – | – | 0.03% | 136 |
|
2016
Q2 | $43K | Sell |
379
-25
| -6% | -$2.84K | 0.04% | 114 |
|
2016
Q1 | $44K | Sell |
404
-22
| -5% | -$2.4K | 0.04% | 111 |
|
2015
Q4 | $45K | Buy |
+426
| New | +$45K | 0.04% | 107 |
|