Arkadios Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
11,206
+428
| +4% | +$4.3K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $107K | Buy |
10,778
+54
| +0.5% | +$534 | ﹤0.01% | 1059 |
|
|
2024
Q4 | $103K | Buy |
10,724
+575
| +6% | +$5.53K | 0.01% | 884 |
|
|
2024
Q3 | $103K | Buy |
10,149
+55
| +0.5% | +$560 | 0.01% | 868 |
|
|
2024
Q2 | $94K | Buy |
10,094
+57
| +0.6% | +$531 | 0.01% | 797 |
|
|
2024
Q1 | $96.5K | Buy |
+10,037
| New | +$96.5K | 0.01% | 674 |
|
|
2023
Q2 | – | Sell |
-11,787
| Closed | -$101K | – | 616 |
|
|
2023
Q1 | $101K | Sell |
11,787
-2,493
| -17% | -$21.4K | 0.01% | 586 |
|
|
2022
Q4 | $130K | Sell |
14,280
-3,835
| -21% | -$34.9K | 0.02% | 539 |
|
|
2022
Q3 | $145K | Buy |
18,115
+315
| +2% | +$2.52K | 0.02% | 496 |
|
|
2022
Q2 | $157K | Buy |
17,800
+1,253
| +8% | +$11.1K | 0.02% | 517 |
|
|
2022
Q1 | $178K | Buy |
16,547
+2,148
| +15% | +$23.1K | 0.02% | 535 |
|
|
2021
Q4 | $184K | Sell |
14,399
-314
| -2% | -$4.01K | 0.02% | 554 |
|
|
2021
Q3 | $200K | Buy |
14,713
+1,191
| +9% | +$16.2K | 0.03% | 508 |
|
|
2021
Q2 | $189K | Buy |
13,522
+1,022
| +8% | +$14.3K | 0.02% | 541 |
|
|
2021
Q1 | $165K | Hold |
12,500
| – | – | 0.03% | 440 |
|
|
2020
Q4 | $173K | Buy |
+12,500
| New | +$173K | 0.04% | 347 |
|
|
2020
Q2 | – | Sell |
-14,200
| Closed | -$150K | – | 998 |
|
|
2020
Q1 | $150K | Buy |
14,200
+500
| +4% | +$5.27K | 0.1% | 178 |
|
|
2019
Q4 | $206K | Buy |
+13,700
| New | +$206K | 0.12% | 149 |
|