WR Wealth Planners’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
Q4 | $28.8K | Sell |
323
-333
| -51% | -$29.7K | 0.01% | 400 |
|
|
2024
Q3 | $61.4K | Buy |
656
+112
| +21% | +$10.5K | 0.02% | 312 |
|
|
2024
Q2 | $48.1K | Sell |
544
-62
| -10% | -$5.49K | 0.01% | 336 |
|
|
2024
Q1 | $54.3K | Buy |
+606
| New | +$54.3K | 0.02% | 319 |
|
|
2023
Q4 | – | Sell |
-675
| Closed | -$55.7K | – | 380 |
|
|
2023
Q3 | $55.7K | Sell |
675
-44
| -6% | -$3.63K | 0.02% | 306 |
|
|
2023
Q2 | $62.2K | Sell |
719
-68
| -9% | -$5.89K | 0.02% | 292 |
|
|
2023
Q1 | $67.9K | Buy |
787
+736
| +1,443% | +$63.5K | 0.03% | 281 |
|
|
2022
Q4 | $4.31K | Hold |
51
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $4.05K | Hold |
51
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $4.35K | Buy |
51
+9
| +21% | +$768 | ﹤0.01% | 352 |
|
|
2022
Q1 | $4.11K | Buy |
+42
| New | +$4.11K | ﹤0.01% | 372 |
|