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Heritage Wealth Management (Arizona)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-356
Closed -$12K – 1089
2022
Q3 		$12K Buy
+356
New +$12K ﹤0.01% 621
2022
Q2 		– Sell
-105
Closed -$4K – 1029
2022
Q1 		$4K Buy
+105
New +$4.04K ﹤0.01% 828
2021
Q3 		$18K Sell
418
-12,538
-97% -$542K 0.01% 570
2021
Q2 		$566K Buy
+12,956
New +$567K 0.21% 84

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