LGWM
Litman Gregory Wealth Management’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
Q1 | – | Sell |
-6,078
| Closed | -$663K | – | 61 |
|
|
2021
Q4 | $663K | Buy |
6,078
+17
| +0.3% | +$1.85K | 0.11% | 51 |
|
|
2021
Q3 | $667K | Buy |
6,061
+5,023
| +484% | +$553K | 0.13% | 46 |
|
|
2021
Q2 | $1.04K | Sell |
1,038
-6,984
| -87% | -$6.98K | 0.19% | 43 |
|
|
2021
Q1 | $873K | Sell |
8,022
-26,582
| -77% | -$2.89M | 0.17% | 42 |
|
|
2020
Q4 | $4.01M | Buy |
34,604
+2,697
| +8% | +$313K | 0.74% | 20 |
|
|
2020
Q3 | $3.54M | Buy |
31,907
+822
| +3% | +$91.1K | 0.73% | 20 |
|
|
2020
Q2 | $3.4M | Buy |
31,085
+1,400
| +5% | +$153K | 0.75% | 19 |
|
|
2020
Q1 | $2.87M | Sell |
29,685
-5,108
| -15% | -$494K | 0.72% | 20 |
|
|
2019
Q4 | $3.99M | Buy |
34,793
+1,627
| +5% | +$186K | 0.89% | 17 |
|
|
2019
Q3 | $3.76M | Buy |
33,166
+371
| +1% | +$42K | 0.92% | 17 |
|
|
2019
Q2 | $3.72M | Buy |
32,795
+324
| +1% | +$36.7K | 0.98% | 17 |
|
|
2019
Q1 | $3.57M | Buy |
32,471
+3,219
| +11% | +$354K | 0.97% | 17 |
|
|
2018
Q4 | $3.04M | Buy |
29,252
+3,362
| +13% | +$349K | 0.93% | 17 |
|
|
2018
Q3 | $2.79M | Buy |
25,890
+25,200
| +3,652% | +$2.72M | 0.94% | 20 |
|
|
2018
Q2 | $74K | Hold |
690
| – | – | 0.03% | 48 |
|
|
2018
Q1 | $78K | Sell |
690
-17
| -2% | -$1.92K | 0.03% | 64 |
|
|
2017
Q4 | $82 | Buy |
707
+188
| +36% | +$22 | 0.02% | 43 |
|
|
2017
Q3 | $60K | Buy |
+519
| New | +$60K | 0.03% | 46 |
|