Summit Wealth & Retirement Planning’s VanEck JP Morgan EM Local Currency Bond ETF EMLC 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 | $275K | Sell |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $403K | Sell |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $2.27M | Buy |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.88M | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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