Lumature Wealth Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $336K | Hold |
9,560
| – | – | 0.2% | 94 |
|
|
2023
Q1 | $337K | Buy |
+9,560
| New | +$337K | 0.19% | 89 |
|
|
2022
Q2 | – | Sell |
-12,560
| Closed | -$500K | – | 418 |
|
|
2022
Q1 | $500K | Buy |
12,560
+3,400
| +37% | +$135K | 0.2% | 94 |
|
|
2021
Q4 | $395K | Buy |
9,160
+1,160
| +15% | +$50K | 0.15% | 108 |
|
|
2021
Q3 | $355K | Hold |
8,000
| – | – | 0.15% | 109 |
|
|
2021
Q2 | $366K | Buy |
8,000
+5,000
| +167% | +$229K | 0.15% | 104 |
|
|
2021
Q1 | $133K | Buy |
+3,000
| New | +$133K | 0.07% | 150 |
|