HWM
Howard Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,883
| Closed | -$243K | – | 113 |
|
2022
Q3 | $243K | Buy |
+5,883
| New | +$243K | 0.17% | 103 |
|
2022
Q2 | – | Sell |
-9,753
| Closed | -$452K | – | 71 |
|
2022
Q1 | $452K | Buy |
9,753
+660
| +7% | +$30.6K | 0.25% | 81 |
|
2021
Q4 | $463K | Buy |
+9,093
| New | +$463K | 0.24% | 86 |
|
2020
Q1 | – | Sell |
-50
| Closed | -$2K | – | 159 |
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 460 |
|