Summit Wealth & Retirement Planning’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,027
| Closed | -$389K | – | 68 |
|
|
2023
Q1 | $389K | Buy |
11,027
+3,200
| +41% | +$113K | 0.15% | 64 |
|
|
2022
Q4 | $274K | Sell |
7,827
-2,043
| -21% | -$71.5K | 0.11% | 85 |
|
|
2022
Q3 | $320K | Hold |
9,870
| – | – | 0.13% | 84 |
|
|
2022
Q2 | $340K | Hold |
9,870
| – | – | 0.13% | 86 |
|
|
2022
Q1 | $393K | Hold |
9,870
| – | – | 0.14% | 75 |
|
|
2021
Q4 | $425K | Buy |
+9,870
| New | +$425K | 0.15% | 68 |
|