SWP
Summit Wealth Partners’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
Q2 | – | Sell |
-6,447
| Closed | -$630K | – | 167 |
|
|
2022
Q1 | $630K | Sell |
6,447
-1,015
| -14% | -$99.2K | 0.14% | 80 |
|
|
2021
Q4 | $814K | Buy |
7,462
+222
| +3% | +$24.2K | 0.17% | 66 |
|
|
2021
Q3 | $797K | Buy |
7,240
+15
| +0.2% | +$1.65K | 0.19% | 64 |
|
|
2021
Q2 | $812K | Buy |
7,225
+16
| +0.2% | +$1.8K | 0.19% | 64 |
|
|
2021
Q1 | $785K | Sell |
7,209
-502
| -7% | -$54.7K | 0.2% | 63 |
|
|
2020
Q4 | $894K | Buy |
7,711
+232
| +3% | +$26.9K | 0.24% | 60 |
|
|
2020
Q3 | $829K | Sell |
7,479
-258
| -3% | -$28.6K | 0.25% | 63 |
|
|
2020
Q2 | $845K | Buy |
7,737
+443
| +6% | +$48.4K | 0.27% | 63 |
|
|
2020
Q1 | $705K | Sell |
7,294
-2,957
| -29% | -$286K | 0.29% | 53 |
|
|
2019
Q4 | $1.17M | Buy |
+10,251
| New | +$1.17M | 0.41% | 43 |
|