Martel Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
87,230
-1,871
| -2% | -$47.4K | 0.41% | 21 |
|
|
2025
Q1 | $2.13M | Buy |
89,101
+5,055
| +6% | +$121K | 0.42% | 21 |
|
|
2024
Q4 | $1.94M | Sell |
84,046
-13
| -0% | -$300 | 0.38% | 27 |
|
|
2024
Q3 | $2.08M | Buy |
84,059
+2,442
| +3% | +$60.5K | 0.43% | 23 |
|
|
2024
Q2 | $1.94M | Buy |
81,617
+1,492
| +2% | +$35.5K | 0.42% | 24 |
|
|
2024
Q1 | $1.96M | Buy |
80,125
+1,736
| +2% | +$42.5K | 0.43% | 23 |
|
|
2023
Q4 | $1.99M | Sell |
78,389
-71
| -0.1% | -$1.8K | 0.45% | 24 |
|
|
2023
Q3 | $1.87M | Sell |
78,460
-803
| -1% | -$19.2K | 0.47% | 25 |
|
|
2023
Q2 | $2.03M | Sell |
79,263
-882
| -1% | -$22.5K | 0.49% | 24 |
|
|
2023
Q1 | $2.02M | Sell |
80,145
-2,238
| -3% | -$56.5K | 0.52% | 24 |
|
|
2022
Q4 | $2M | Sell |
82,383
-18,025
| -18% | -$437K | 0.54% | 25 |
|
|
2022
Q3 | $2.29M | Sell |
100,408
-8,464
| -8% | -$193K | 0.66% | 18 |
|
|
2022
Q2 | $2.67M | Sell |
108,872
-11,365
| -9% | -$278K | 0.73% | 19 |
|
|
2022
Q1 | $3.25M | Buy |
120,237
+8,463
| +8% | +$228K | 0.79% | 15 |
|
|
2021
Q4 | $3.2M | Buy |
111,774
+4,901
| +5% | +$140K | 0.76% | 16 |
|
|
2021
Q3 | $3.2M | Buy |
106,873
+1,469
| +1% | +$44K | 0.81% | 17 |
|
|
2021
Q2 | $3.31M | Buy |
105,404
+5,987
| +6% | +$188K | 0.83% | 16 |
|
|
2021
Q1 | $3.05M | Buy |
99,417
+7,113
| +8% | +$218K | 0.84% | 16 |
|
|
2020
Q4 | $3.07M | Buy |
92,304
+1,172
| +1% | +$39K | 0.89% | 16 |
|
|
2020
Q3 | $2.81M | Buy |
91,132
+2,575
| +3% | +$79.4K | 0.91% | 16 |
|
|
2020
Q2 | $2.72M | Buy |
88,557
+8,904
| +11% | +$274K | 0.94% | 16 |
|
|
2020
Q1 | $2.27M | Sell |
79,653
-4,817
| -6% | -$137K | 0.88% | 14 |
|
|
2019
Q4 | $2.87M | Buy |
84,470
+1,870
| +2% | +$63.6K | 0.99% | 16 |
|
|
2019
Q3 | $2.73M | Sell |
82,600
-39,851
| -33% | -$1.32M | 0.98% | 16 |
|
|
2019
Q2 | $4.25M | Buy |
122,451
+5,447
| +5% | +$189K | 1.55% | 10 |
|
|
2019
Q1 | $3.9M | Sell |
117,004
-33,790
| -22% | -$1.13M | 1.47% | 12 |
|
|
2018
Q4 | $4.98M | Sell |
150,794
-2,847
| -2% | -$94K | 2.04% | 10 |
|
|
2018
Q3 | $5.06M | Buy |
+153,641
| New | +$5.06M | 1.93% | 10 |
|