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