JWS
Juncture Wealth Strategies’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,285
| Closed | -$248K | – | 112 |
|
|
2021
Q1 | $248K | Sell |
2,285
-50
| -2% | -$5.43K | 0.16% | 90 |
|
|
2020
Q4 | $271K | Sell |
2,335
-265
| -10% | -$30.8K | 0.17% | 97 |
|
|
2020
Q3 | $288K | Sell |
2,600
-10
| -0.4% | -$1.11K | 0.2% | 94 |
|
|
2020
Q2 | $285K | Buy |
2,610
+166
| +7% | +$18.1K | 0.22% | 89 |
|
|
2020
Q1 | $236K | Sell |
2,444
-257
| -10% | -$24.8K | 0.22% | 80 |
|
|
2019
Q4 | $309K | Sell |
2,701
-20
| -0.7% | -$2.29K | 0.24% | 84 |
|
|
2019
Q3 | $308K | Sell |
2,721
-605
| -18% | -$68.5K | 0.27% | 84 |
|
|
2019
Q2 | $377K | Sell |
3,326
-532
| -14% | -$60.3K | 0.3% | 85 |
|
|
2019
Q1 | $425K | Sell |
3,858
-870
| -18% | -$95.8K | 0.33% | 84 |
|
|
2018
Q4 | $491K | Sell |
4,728
-2,711
| -36% | -$282K | 0.33% | 64 |
|
|
2018
Q3 | $802K | Sell |
7,439
-102
| -1% | -$11K | 0.42% | 56 |
|
|
2018
Q2 | $805K | Sell |
7,541
-118
| -2% | -$12.6K | 0.43% | 54 |
|
|
2018
Q1 | $864K | Buy |
7,659
+566
| +8% | +$63.9K | 0.48% | 50 |
|
|
2017
Q4 | $823K | Buy |
7,093
+1,119
| +19% | +$130K | 0.46% | 54 |
|
|
2017
Q3 | $695K | Buy |
5,974
+843
| +16% | +$98.1K | 0.39% | 58 |
|
|
2017
Q2 | $587K | Buy |
5,131
+374
| +8% | +$42.8K | 0.34% | 63 |
|
|
2017
Q1 | $541K | Buy |
4,757
+1,647
| +53% | +$187K | 0.33% | 67 |
|
|
2016
Q4 | $343K | Buy |
3,110
+925
| +42% | +$102K | 0.24% | 72 |
|
|
2016
Q3 | $256K | Buy |
+2,185
| New | +$256K | 0.17% | 73 |
|