Carson Wealth (CWM LLC)’s Templeton Emerging Markets Income Fund TEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
469
| – | – | ﹤0.01% | 4811 |
|
|
2025
Q1 | $3K | Hold |
469
| – | – | ﹤0.01% | 4683 |
|
|
2024
Q4 | $2K | Hold |
469
| – | – | ﹤0.01% | 4614 |
|
|
2024
Q3 | $3K | Buy |
+469
| New | +$3K | ﹤0.01% | 4321 |
|
|
2023
Q3 | – | Sell |
-190
| Closed | -$1K | – | 4514 |
|
|
2023
Q2 | $1K | Buy |
+190
| New | +$1K | ﹤0.01% | 4064 |
|
|
2023
Q1 | – | Sell |
-105
| Closed | -$1K | – | 4326 |
|
|
2022
Q4 | $1K | Hold |
105
| – | – | ﹤0.01% | 3840 |
|
|
2022
Q3 | $0 | Hold |
105
| – | – | ﹤0.01% | 4157 |
|
|
2022
Q2 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 3629 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 3841 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3623 |
|
|
2021
Q2 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2021
Q1 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q4 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q3 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q2 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q1 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q4 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q3 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q2 | $13K | Hold |
1,569
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q1 | $13K | Sell |
1,569
-10,332
| -87% | -$85.6K | ﹤0.01% | 1997 |
|
|
2018
Q4 | $114K | Buy |
+11,901
| New | +$114K | ﹤0.01% | 699 |
|