SF
Symphony Financial’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
Q1 | – | Sell |
-62,539
| Closed | -$6.75M | – | 201 |
|
|
2021
Q4 | $6.75M | Buy |
62,539
+25,138
| +67% | +$2.71M | 1.87% | 14 |
|
|
2021
Q3 | $4.12M | Buy |
37,401
+670
| +2% | +$73.8K | 1.43% | 16 |
|
|
2021
Q2 | $4.13M | Sell |
36,731
-2,001
| -5% | -$225K | 1.41% | 14 |
|
|
2021
Q1 | $4.58M | Buy |
38,732
+24,486
| +172% | +$2.89M | 1.21% | 17 |
|
|
2020
Q4 | $1.64M | Buy |
+14,246
| New | +$1.64M | 0.59% | 38 |
|