Summit Wealth & Retirement Planning’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $1.89M | Buy |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $2.28M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $3.57M | Buy |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.66M | Buy |
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|
2018
Q4 | $1.55M | Buy |
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