Lyell Wealth Management’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
Q2 | – | Sell |
-5,327
| Closed | -$521K | – | 195 |
|
|
2022
Q1 | $521K | Buy |
5,327
+177
| +3% | +$17.3K | 0.07% | 133 |
|
|
2021
Q4 | $562K | Sell |
5,150
-1,750
| -25% | -$191K | 0.06% | 128 |
|
|
2021
Q3 | $759K | Sell |
6,900
-79
| -1% | -$8.69K | 0.09% | 115 |
|
|
2021
Q2 | $785K | Buy |
6,979
+659
| +10% | +$74.1K | 0.1% | 118 |
|
|
2021
Q1 | $688K | Buy |
+6,320
| New | +$688K | 0.1% | 113 |
|