Private Wealth Advisors (California)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
92,538
+756
| +0.8% | +$30.5K | 1.37% | 26 |
|
|
2025
Q1 | $3.44M | Buy |
91,782
+1,082
| +1% | +$40.5K | 1.24% | 28 |
|
|
2024
Q4 | $3.27M | Buy |
90,700
+4,769
| +6% | +$172K | 1.28% | 29 |
|
|
2024
Q3 | $3.3M | Sell |
85,931
-85
| -0.1% | -$3.27K | 1.26% | 28 |
|
|
2024
Q2 | $3.06M | Buy |
86,016
+4,652
| +6% | +$166K | 1.18% | 27 |
|
|
2024
Q1 | $2.94M | Sell |
81,364
-2,654
| -3% | -$95.7K | 1.19% | 28 |
|
|
2023
Q4 | $3.09M | Sell |
84,018
-1,388
| -2% | -$51K | 1.2% | 26 |
|
|
2023
Q3 | $2.97M | Sell |
85,406
-116
| -0.1% | -$4.04K | 1.26% | 25 |
|
|
2023
Q2 | $3.17M | Buy |
85,522
+127
| +0.1% | +$4.7K | 1.29% | 22 |
|
|
2023
Q1 | $3.08M | Buy |
+85,395
| New | +$3.08M | 1.29% | 24 |
|