Seneca Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,773
| Closed | -$671K | – | 55 |
|
|
2023
Q1 | $671K | Sell |
7,773
-8,989
| -54% | -$776K | 0.43% | 32 |
|
|
2022
Q4 | $1.42M | Buy |
16,762
+8,596
| +105% | +$727K | 0.9% | 21 |
|
|
2022
Q3 | $648K | Buy |
8,166
+2,701
| +49% | +$214K | 0.46% | 30 |
|
|
2022
Q2 | $466K | Buy |
+5,465
| New | +$466K | 0.31% | 31 |
|
|
2022
Q1 | – | Sell |
-3,568
| Closed | -$389K | – | 46 |
|
|
2021
Q4 | $389K | Buy |
+3,568
| New | +$389K | 0.23% | 34 |
|