ULWM
Upper Left Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,997
| Closed | -$220K | – | 63 |
|
|
2023
Q4 | $220K | Sell |
5,997
-1,261
| -17% | -$46.3K | 0.22% | 61 |
|
|
2023
Q3 | $253K | Buy |
7,258
+1,757
| +32% | +$61.2K | 0.26% | 55 |
|
|
2023
Q2 | $204K | Buy |
+5,501
| New | +$204K | 0.23% | 55 |
|
|
2022
Q1 | – | Sell |
-5,231
| Closed | -$205K | – | 55 |
|
|
2021
Q4 | $205K | Buy |
+5,231
| New | +$205K | 0.2% | 50 |
|