Legacy Capital Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,600
| Closed | -$1.65M | – | 54 |
|
|
2021
Q4 | $1.65M | Buy |
15,600
+1,272
| +9% | +$134K | 0.68% | 22 |
|
|
2021
Q3 | $3.15M | Buy |
+14,328
| New | +$3.15M | 1.23% | 23 |
|
|
2021
Q2 | – | Sell |
-19,847
| Closed | -$2.16M | – | 37 |
|
|
2021
Q1 | $2.16M | Buy |
19,847
+165
| +0.8% | +$18K | 0.89% | 25 |
|
|
2020
Q4 | $2.28M | Buy |
+19,682
| New | +$2.28M | 0.98% | 24 |
|