Wealthstreet Investment Advisors’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 |
-131
| Closed | -$14K | – | 72 |
|
|
2021
Q4 | $14K | Hold |
131
| – | – | 0.35% | 48 |
|
|
2021
Q3 | $14K | Hold |
131
| – | – | 0.39% | 47 |
|
|
2021
Q2 | $15K | Sell |
131
-1,798
| -93% | -$206K | 0.08% | 71 |
|
|
2021
Q1 | $210K | Hold |
1,929
| – | – | 0.02% | 344 |
|
|
2020
Q4 | $223K | Hold |
1,929
| – | – | 0.02% | 331 |
|
|
2020
Q3 | $214K | Buy |
+1,929
| New | +$214K | 0.02% | 315 |
|