SUMMIT WEALTH & RETIREMENT PLANNING, INC. – VanEck J.P. Morgan EM Local Currency Bond ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$280,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-6.86%
quarter
VanEck J.P. Morgan EM Local Currency Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -21K | $22.8 | 12.27K | |
| Q2 2022 | share | Decrease | -6.49% | -852 shares | -53K | $24.48 | 12.27K |
| Q1 2022 | share | Decrease | -6.93% | -978 shares | -49K | $26.99 | 13.12K |
| Q4 2021 | share | Decrease | -75.93% | -44.51K shares | -1.35M | $28.59 | 14.10K |
| Q3 2021 | share | Decrease | -10.07% | -6.56K shares | -289K | $29.59 | 58.62K |
| Q2 2021 | share | Decrease | -3.82% | -2.59K shares | -33K | $30.61 | 65.18K |
| Q1 2021 | share | Increase | +32.70% | 16.70K shares | 380K | $29.56 | 67.77K |
| Q4 2020 | share | Decrease | -30.50% | -22.41K shares | -568K | $31.82 | 51.07K |
| Q3 2020 | share | Increase | +17.84% | 11.12K shares | 350K | $29.04 | 73.49K |
| Q2 2020 | share | Increase | +6.84% | 3.99K shares | 255K | $28.56 | 62.37K |
| Q1 2020 | share | Increase | +5.90% | 3.25K shares | -213K | $26.09 | 58.37K |
| Q4 2019 | share | Increase | +11.42% | 5.65K shares | 242K | $30.87 | 55.12K |
| Q3 2019 | share | Increase | +60.63% | 18.67K shares | 564K | $29.34 | 49.47K |
| Q2 2019 | share | Increase | 0.00% | 30.80K shares | 1.06M | $30.36 | 30.80K |