Lenox Wealth Advisors’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 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 559 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$1K | – | 970 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 665 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 665 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 647 |
|
|
2020
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 570 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 546 |
|
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 551 |
|
|
2020
Q1 | $1K | Sell |
13
-368
| -97% | -$28.3K | ﹤0.01% | 673 |
|
|
2019
Q4 | $44K | Buy |
381
+368
| +2,831% | +$42.5K | 0.01% | 193 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 567 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 579 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 357 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 387 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 512 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 503 |
|