Heritage Wealth Management (Arizona)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$4K | ﹤0.01% | 828 |
|
|
2021
Q3 | $18K | Sell |
418
-12,538
| -97% | -$540K | 0.01% | 570 |
|
|
2021
Q2 | $566K | Buy |
+12,956
| New | +$566K | 0.21% | 84 |
|