Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-17,269
| Closed | -$838K | – | 70 |
|
|
2014
Q3 | $838K | Hold |
17,269
| – | – | 0.26% | 37 |
|
|
2014
Q2 | $890K | Sell |
17,269
-402
| -2% | -$20.7K | 0.27% | 38 |
|
|
2014
Q1 | $878K | Sell |
17,671
-10,064
| -36% | -$500K | 0.28% | 38 |
|
|
2013
Q4 | $1.35M | Buy |
27,735
+7,185
| +35% | +$351K | 0.48% | 34 |
|
|
2013
Q3 | $1.03M | Buy |
+20,550
| New | +$1.03M | 0.37% | 39 |
|