Creative Planning’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $41K | Sell |
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|
2017
Q1 | $88K | Buy |
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|
2016
Q4 | $55K | Hold |
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|
2016
Q3 | $59K | Buy |
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|
2016
Q2 | $41K | Sell |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $58K | Buy |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $18K | Buy |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $18K | Buy |
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