Heritage Wealth Management (Arizona)’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 | $4.46M | Sell |
50,355
-2,318
| -4% | -$205K | 2.47% | 7 |
|
|
2024
Q1 | $4.72M | Sell |
52,673
-242
| -0.5% | -$21.7K | 2.41% | 7 |
|
|
2023
Q4 | $4.71M | Buy |
+52,915
| New | +$4.71M | 2.55% | 7 |
|
|
2022
Q4 | $16.5M | Buy |
195,641
+109,512
| +127% | +$9.26M | 2.36% | 8 |
|
|
2022
Q3 | $6.84M | Buy |
86,129
+4,902
| +6% | +$389K | 2.2% | 8 |
|
|
2022
Q2 | $6.93M | Sell |
81,227
-5,733
| -7% | -$489K | 2.31% | 7 |
|
|
2022
Q1 | $8.5M | Buy |
+86,960
| New | +$8.5M | 2.3% | 7 |
|
|
2021
Q3 | $6.95M | Buy |
63,102
+14,964
| +31% | +$1.65M | 2.47% | 7 |
|
|
2021
Q2 | $5.41M | Buy |
48,138
+16,074
| +50% | +$1.81M | 2.05% | 9 |
|
|
2021
Q1 | $3.49M | Buy |
+32,064
| New | +$3.49M | 1.97% | 7 |
|