Carson Wealth (CWM LLC)’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
1,352
| – | – | ﹤0.01% | 4106 |
|
|
2025
Q1 | $13K | Hold |
1,352
| – | – | ﹤0.01% | 3946 |
|
|
2024
Q4 | $13K | Hold |
1,352
| – | – | ﹤0.01% | 3703 |
|
|
2024
Q3 | $14K | Buy |
+1,352
| New | +$14K | ﹤0.01% | 3577 |
|
|
2023
Q3 | – | Sell |
-570
| Closed | -$5K | – | 4254 |
|
|
2023
Q2 | $5K | Buy |
+570
| New | +$5K | ﹤0.01% | 3426 |
|
|
2023
Q1 | – | Sell |
-3,476
| Closed | -$32K | – | 4115 |
|
|
2022
Q4 | $32K | Buy |
3,476
+3,205
| +1,183% | +$29.5K | ﹤0.01% | 2037 |
|
|
2022
Q3 | $2K | Hold |
271
| – | – | ﹤0.01% | 3438 |
|
|
2022
Q2 | $2K | Buy |
+271
| New | +$2K | ﹤0.01% | 3311 |
|
|
2022
Q1 | – | Sell |
-65
| Closed | -$1K | – | 3588 |
|
|
2021
Q4 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 3269 |
|
|
2021
Q2 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2021
Q1 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q4 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q3 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q2 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q1 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q4 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q3 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q2 | $3K | Hold |
194
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q1 | $3K | Sell |
194
-63,099
| -100% | -$976K | ﹤0.01% | 2491 |
|
|
2018
Q4 | $778K | Buy |
+63,293
| New | +$778K | 0.02% | 394 |
|