WSTAM
Wilbanks Smith & Thomas Asset Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-36,366
| Closed | -$1.77M | – | 500 |
|
|
2021
Q1 | $1.77M | Sell |
36,366
-43,078
| -54% | -$2.09M | 0.08% | 161 |
|
|
2020
Q4 | $4.1M | Buy |
79,444
+20,993
| +36% | +$1.08M | 0.19% | 101 |
|
|
2020
Q3 | $2.82M | Buy |
58,451
+2,005
| +4% | +$96.9K | 0.15% | 112 |
|
|
2020
Q2 | $2.72M | Buy |
+56,446
| New | +$2.72M | 0.17% | 107 |
|
|
2020
Q1 | – | Sell |
-33,678
| Closed | -$1.73M | – | 407 |
|
|
2019
Q4 | $1.73M | Buy |
+33,678
| New | +$1.73M | 0.1% | 135 |
|