KWA
KCS Wealth Advisory’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $725K | Sell |
17,144
-2,880
| -14% | -$122K | 0.31% | 80 |
|
|
2023
Q2 | $868K | Sell |
20,024
-11,875
| -37% | -$515K | 0.3% | 81 |
|
|
2023
Q1 | $1.39M | Sell |
31,899
-283
| -0.9% | -$12.3K | 0.53% | 54 |
|
|
2022
Q4 | $1.38M | Sell |
32,182
-1,105
| -3% | -$47.3K | 0.57% | 55 |
|
|
2022
Q3 | $1.38M | Buy |
+33,287
| New | +$1.38M | 0.63% | 54 |
|