HWM
Howard Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,530
| Closed | -$228K | – | 112 |
|
|
2022
Q4 | $228K | Sell |
6,530
-2,090
| -24% | -$73.1K | 0.19% | 99 |
|
|
2022
Q3 | $279K | Buy |
+8,620
| New | +$279K | 0.2% | 94 |
|
|
2022
Q2 | – | Sell |
-14,020
| Closed | -$557K | – | 77 |
|
|
2022
Q1 | $557K | Buy |
14,020
+550
| +4% | +$21.9K | 0.3% | 72 |
|
|
2021
Q4 | $580K | Buy |
13,470
+810
| +6% | +$34.9K | 0.31% | 72 |
|
|
2021
Q3 | $561K | Sell |
12,660
-175
| -1% | -$7.76K | 0.31% | 74 |
|
|
2021
Q2 | $586K | Buy |
12,835
+689
| +6% | +$31.5K | 0.32% | 72 |
|
|
2021
Q1 | $540K | Buy |
12,146
+977
| +9% | +$43.4K | 0.32% | 75 |
|
|
2020
Q4 | $517K | Buy |
11,169
+1,764
| +19% | +$81.7K | 0.32% | 76 |
|
|
2020
Q3 | $410K | Buy |
9,405
+3,095
| +49% | +$135K | 0.29% | 78 |
|
|
2020
Q2 | $271K | Buy |
6,310
+375
| +6% | +$16.1K | 0.22% | 92 |
|
|
2020
Q1 | $225K | Buy |
5,935
+2,413
| +69% | +$91.5K | 0.24% | 88 |
|
|
2019
Q4 | $166K | Buy |
+3,522
| New | +$166K | 0.14% | 104 |
|