MPS Loria Financial Planners’s SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-9,979
| Closed | -$281K | – | 584 |
|
2020
Q4 | $281K | Sell |
9,979
-70
| -0.7% | -$1.97K | 0.13% | 59 |
|
2020
Q3 | $264K | Buy |
10,049
+205
| +2% | +$5.39K | 0.14% | 54 |
|
2020
Q2 | $258K | Buy |
+9,844
| New | +$258K | 0.14% | 57 |
|
2019
Q1 | – | Sell |
-10,876
| Closed | -$288K | – | 73 |
|
2018
Q4 | $288K | Buy |
10,876
+2,595
| +31% | +$68.7K | 0.21% | 49 |
|
2018
Q3 | $220K | Buy |
8,281
+167
| +2% | +$4.44K | 0.14% | 69 |
|
2018
Q2 | $219K | Buy |
8,114
+229
| +3% | +$6.18K | 0.22% | 61 |
|
2018
Q1 | $240K | Sell |
7,885
-2,297
| -23% | -$69.9K | 0.17% | 60 |
|
2017
Q4 | $302K | Buy |
10,182
+62
| +0.6% | +$1.84K | 0.21% | 57 |
|
2017
Q3 | $302K | Buy |
10,120
+327
| +3% | +$9.76K | 0.22% | 53 |
|
2017
Q2 | $289K | Buy |
+9,793
| New | +$289K | 0.19% | 54 |
|