LWA
Lineweaver Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,177
| Closed | -$994K | – | 134 |
|
|
2022
Q1 | $994K | Sell |
10,177
-265
| -3% | -$25.9K | 0.28% | 61 |
|
|
2021
Q4 | $1.14M | Sell |
10,442
-1,279
| -11% | -$139K | 0.33% | 51 |
|
|
2021
Q3 | $1.29M | Sell |
11,721
-425
| -3% | -$46.8K | 0.39% | 45 |
|
|
2021
Q2 | $1.37M | Sell |
12,146
-501
| -4% | -$56.3K | 0.45% | 38 |
|
|
2021
Q1 | $1.38M | Sell |
12,647
-7,417
| -37% | -$808K | 0.49% | 36 |
|
|
2020
Q4 | $2.33M | Sell |
20,064
-75
| -0.4% | -$8.69K | 0.91% | 25 |
|
|
2020
Q3 | $2.23M | Sell |
20,139
-58
| -0.3% | -$6.43K | 1% | 23 |
|
|
2020
Q2 | $2.21M | Sell |
20,197
-15,867
| -44% | -$1.73M | 1.12% | 22 |
|
|
2020
Q1 | $3.49M | Buy |
36,064
+2,275
| +7% | +$220K | 2.19% | 17 |
|
|
2019
Q4 | $3.87M | Buy |
+33,789
| New | +$3.87M | 2.18% | 14 |
|