United Capital Financial Advisors’s SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-9,671
| Closed | -$245K | – | 1210 |
|
2021
Q3 | $245K | Sell |
9,671
-11,256
| -54% | -$285K | ﹤0.01% | 1078 |
|
2021
Q2 | $553K | Sell |
20,927
-2,342
| -10% | -$61.9K | ﹤0.01% | 833 |
|
2021
Q1 | $605K | Buy |
23,269
+2,153
| +10% | +$56K | ﹤0.01% | 798 |
|
2020
Q4 | $592K | Buy |
21,116
+7,334
| +53% | +$206K | ﹤0.01% | 800 |
|
2020
Q3 | $362K | Sell |
13,782
-1,810
| -12% | -$47.5K | ﹤0.01% | 905 |
|
2020
Q2 | $409K | Buy |
15,592
+3,185
| +26% | +$83.5K | ﹤0.01% | 928 |
|
2020
Q1 | $304K | Buy |
+12,407
| New | +$304K | ﹤0.01% | 961 |
|