LWP
Legacy Wealth Partners’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 | $2.7M | Buy |
24,035
+22,197
| +1,208% | +$2.5M | 1.5% | 14 |
|
|
2021
Q1 | $200K | Sell |
1,838
-10,942
| -86% | -$1.19M | 0.12% | 82 |
|
|
2020
Q4 | $1.48M | Buy |
12,780
+10,399
| +437% | +$1.21M | 0.93% | 23 |
|
|
2020
Q3 | $264K | Sell |
2,381
-19,009
| -89% | -$2.11M | 0.19% | 77 |
|
|
2020
Q2 | $2.34M | Buy |
21,390
+17,164
| +406% | +$1.87M | 1.77% | 17 |
|
|
2020
Q1 | $409K | Sell |
4,226
-29,702
| -88% | -$2.87M | 0.38% | 56 |
|
|
2019
Q4 | $3.92M | Buy |
+33,928
| New | +$3.92M | 2.85% | 12 |
|