Oliver Lagore Vanvalin Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $83K | Buy |
+916
| New | +$83K | 0.03% | 197 |
|
2024
Q4 | $60.5K | Sell |
679
-22
| -3% | -$1.96K | 0.02% | 230 |
|
2024
Q3 | $65.6K | Sell |
701
-89
| -11% | -$8.33K | 0.02% | 220 |
|
2024
Q2 | $69.9K | Sell |
790
-305
| -28% | -$27K | 0.02% | 203 |
|
2024
Q1 | $98.1K | Buy |
1,095
+329
| +43% | +$29.5K | 0.03% | 171 |
|
2023
Q4 | $68.2K | Sell |
766
-322
| -30% | -$28.7K | 0.03% | 184 |
|
2023
Q3 | $89.8K | Sell |
1,088
-668
| -38% | -$55.1K | 0.04% | 175 |
|
2023
Q2 | $152K | Buy |
1,756
+878
| +100% | +$76K | 0.06% | 144 |
|
2023
Q1 | $75.8K | Buy |
878
+799
| +1,011% | +$69K | 0.03% | 157 |
|
2022
Q4 | $6.68K | Sell |
79
-104
| -57% | -$8.8K | ﹤0.01% | 423 |
|
2022
Q3 | $15K | Buy |
183
+54
| +42% | +$4.43K | 0.01% | 278 |
|
2022
Q2 | $11K | Buy |
129
+75
| +139% | +$6.4K | 0.01% | 328 |
|
2022
Q1 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 391 |
|