LWM
LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59K | Buy |
522
+500
| +2,273% | +$56.5K | 0.03% | 186 |
|
|
2016
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 405 |
|
|
2016
Q3 | $3K | Sell |
22
-1,975
| -99% | -$269K | ﹤0.01% | 400 |
|
|
2016
Q2 | $230K | Sell |
1,997
-705
| -26% | -$81.2K | 0.13% | 100 |
|
|
2016
Q1 | $298K | Buy |
2,702
+2,680
| +12,182% | +$296K | 0.17% | 93 |
|
|
2015
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 379 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$11K | – | 325 |
|
|
2014
Q3 | $11K | Buy |
+100
| New | +$11K | 0.01% | 279 |
|