Market Street Wealth Management Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,267
| Closed | -$293K | – | 92 |
|
2024
Q1 | $293K | Sell |
3,267
-3,304
| -50% | -$296K | 0.05% | 84 |
|
2023
Q4 | $585K | Sell |
6,571
-67,229
| -91% | -$5.99M | 0.12% | 70 |
|
2023
Q3 | $6.09M | Buy |
73,800
+3,106
| +4% | +$256K | 1.56% | 16 |
|
2023
Q2 | $6.12M | Buy |
70,694
+4,871
| +7% | +$422K | 1.55% | 16 |
|
2023
Q1 | $5.68M | Buy |
+65,823
| New | +$5.68M | 1.49% | 16 |
|