Summit Wealth Partners’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
2023 Q2	–	Sell	-16,231	Closed	-$585K	–	189
2023 Q1	$585K	Sell	16,231 -489	-3%	-$17.6K	0.15%	96
2022 Q4	$580K	Sell	16,720 -151	-0.9%	-$5.24K	0.15%	95
2022 Q3	$545K	Sell	16,871 -510	-3%	-$16.5K	0.15%	81
2022 Q2	$594K	Buy	+17,381	New	+$594K	0.16%	78