Mosaic Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-309
| Closed | -$34K | – | 295 |
|
2019
Q1 | $34K | Hold |
309
| – | – | 0.01% | 358 |
|
2018
Q4 | $32K | Sell |
309
-367
| -54% | -$38K | 0.01% | 356 |
|
2018
Q3 | $70K | Sell |
676
-2,194
| -76% | -$227K | 0.03% | 276 |
|
2018
Q2 | $306K | Sell |
2,870
-564
| -16% | -$60.1K | 0.12% | 122 |
|
2018
Q1 | $387K | Buy |
3,434
+106
| +3% | +$11.9K | 0.14% | 100 |
|
2017
Q4 | $386K | Buy |
+3,328
| New | +$386K | 0.14% | 108 |
|