SWM
Selective Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-958
| Closed | -$76K | – | 280 |
|
|
2022
Q3 | $76K | Sell |
958
-63
| -6% | -$5K | 0.03% | 246 |
|
|
2022
Q2 | $87K | Buy |
1,021
+553
| +118% | +$47.1K | 0.03% | 240 |
|
|
2022
Q1 | $46K | Buy |
468
+466
| +23,300% | +$45.8K | 0.02% | 316 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 672 |
|
|
2020
Q3 | – | Sell |
-173
| Closed | -$19K | – | 338 |
|
|
2020
Q2 | $19K | Hold |
173
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $17K | Hold |
173
| – | – | 0.03% | 119 |
|
|
2019
Q4 | $20K | Sell |
173
-23
| -12% | -$2.66K | 0.02% | 118 |
|
|
2019
Q3 | $22K | Buy |
+196
| New | +$22K | 0.03% | 117 |
|