McKinley Carter Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-33,943
| Closed | -$2.93M | – | 303 |
|
2023
Q1 | $2.93M | Buy |
33,943
+9,706
| +40% | +$837K | 0.23% | 78 |
|
2022
Q4 | $2.05M | Sell |
24,237
-1,717
| -7% | -$145K | 0.17% | 101 |
|
2022
Q3 | $2.06M | Buy |
25,954
+994
| +4% | +$78.9K | 0.19% | 85 |
|
2022
Q2 | $2.13M | Buy |
24,960
+2,224
| +10% | +$190K | 0.19% | 89 |
|
2022
Q1 | $2.22M | Buy |
22,736
+3,682
| +19% | +$360K | 0.17% | 96 |
|
2021
Q4 | $2.08M | Buy |
19,054
+3,997
| +27% | +$436K | 0.16% | 104 |
|
2021
Q3 | $1.66M | Buy |
15,057
+1,298
| +9% | +$143K | 0.14% | 111 |
|
2021
Q2 | $1.55M | Buy |
13,759
+1,910
| +16% | +$215K | 0.13% | 118 |
|
2021
Q1 | $1.29M | Buy |
+11,849
| New | +$1.29M | 0.11% | 135 |
|