SFS
Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
14,531
+260
| +2% | +$24.1K | 0.05% | 344 |
|
|
2025
Q1 | $1.29M | Buy |
14,271
+605
| +4% | +$54.8K | 0.06% | 322 |
|
|
2024
Q4 | $1.22M | Buy |
13,666
+41
| +0.3% | +$3.65K | 0.06% | 285 |
|
|
2024
Q3 | $1.28M | Sell |
13,625
-1,066
| -7% | -$99.8K | 0.06% | 309 |
|
|
2024
Q2 | $1.3M | Sell |
14,691
-502
| -3% | -$44.4K | 0.06% | 294 |
|
|
2024
Q1 | $1.36M | Buy |
15,193
+699
| +5% | +$62.7K | 0.06% | 298 |
|
|
2023
Q4 | $1.29M | Buy |
+14,494
| New | +$1.29M | 0.07% | 292 |
|
|
2023
Q2 | – | Sell |
-7,598
| Closed | -$656K | – | 628 |
|
|
2023
Q1 | $656K | Buy |
+7,598
| New | +$656K | 0.05% | 386 |
|
|
2022
Q1 | – | Sell |
-17,786
| Closed | -$1.94M | – | 246 |
|
|
2021
Q4 | $1.94M | Sell |
17,786
-361
| -2% | -$39.4K | 0.11% | 202 |
|
|
2021
Q3 | $2M | Sell |
18,147
-626
| -3% | -$68.9K | 0.13% | 179 |
|
|
2021
Q2 | $2.11M | Buy |
18,773
+1,415
| +8% | +$159K | 0.14% | 180 |
|
|
2021
Q1 | $1.93M | Sell |
17,358
-1,442
| -8% | -$160K | 0.07% | 255 |
|
|
2020
Q4 | $2.18M | Buy |
18,800
+610
| +3% | +$70.7K | 0.09% | 192 |
|
|
2020
Q3 | $2.02M | Buy |
18,190
+1,721
| +10% | +$191K | 0.1% | 180 |
|
|
2020
Q2 | $1.8M | Sell |
16,469
-6,176
| -27% | -$675K | 0.1% | 188 |
|
|
2020
Q1 | $2.19M | Sell |
22,645
-7,728
| -25% | -$747K | 0.16% | 142 |
|
|
2019
Q4 | $3.48M | Sell |
30,373
-6,368
| -17% | -$729K | 0.27% | 79 |
|
|
2019
Q3 | $4.17M | Buy |
+36,741
| New | +$4.17M | 0.34% | 64 |
|
|
2019
Q1 | $3.4M | Buy |
30,907
+22,871
| +285% | +$2.52M | 0.38% | 57 |
|
|
2018
Q4 | $835K | Buy |
+8,036
| New | +$835K | 0.12% | 187 |
|
|
2018
Q3 | – | Sell |
-23,667
| Closed | -$2.51M | – | 385 |
|
|
2018
Q2 | $2.51M | Sell |
23,667
-1,527
| -6% | -$162K | 0.53% | 50 |
|
|
2018
Q1 | $2.74M | Buy |
25,194
+2,614
| +12% | +$284K | 0.68% | 39 |
|
|
2017
Q4 | $2.62M | Buy |
22,580
+17,389
| +335% | +$2.02M | 0.64% | 46 |
|
|
2017
Q3 | $601K | Sell |
5,191
-172
| -3% | -$19.9K | 0.16% | 120 |
|
|
2017
Q2 | $618K | Buy |
5,363
+703
| +15% | +$81K | 0.18% | 114 |
|
|
2017
Q1 | $538K | Buy |
4,660
+3,350
| +256% | +$387K | 0.16% | 136 |
|
|
2016
Q4 | $148K | Buy |
+1,310
| New | +$148K | 0.05% | 224 |
|