Von Berge Wealth Management Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,486
| Closed | -$223K | – | 68 |
|
|
2024
Q1 | $223K | Sell |
2,486
-72
| -3% | -$6.46K | 0.14% | 61 |
|
|
2023
Q4 | $226K | Sell |
2,558
-389
| -13% | -$34.4K | 0.17% | 61 |
|
|
2023
Q3 | $243K | Sell |
2,947
-477
| -14% | -$39.4K | 0.21% | 51 |
|
|
2023
Q2 | $296K | Hold |
3,424
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $295K | Buy |
3,424
+8
| +0.2% | +$690 | 0.26% | 44 |
|
|
2022
Q4 | $303K | Buy |
+3,416
| New | +$303K | 0.27% | 42 |
|