Wealthspire Advisors (New York)’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,090
| Closed | -$337K | – | 470 |
|
2021
Q4 | $337K | Buy |
3,090
+4
| +0.1% | +$436 | 0.01% | 397 |
|
2021
Q3 | $340K | Buy |
3,086
+15
| +0.5% | +$1.65K | 0.01% | 439 |
|
2021
Q2 | $345K | Buy |
+3,071
| New | +$345K | 0.01% | 271 |
|
2020
Q2 | – | Sell |
-2,682
| Closed | -$259K | – | 346 |
|
2020
Q1 | $259K | Buy |
+2,682
| New | +$259K | 0.01% | 420 |
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 268 |
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 888 |
|