Lenox Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $69K | Buy |
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|
2019
Q3 | $59K | Sell |
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|
2019
Q2 | $2.39M | Sell |
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|
2019
Q1 | $2.33M | Buy |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $159K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Buy |
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