Creative Planning’s Templeton Emerging Markets Fund EMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,552
| Closed | -$38K | – | 2344 |
|
|
2017
Q2 | $38K | Buy |
2,552
+300
| +13% | +$4.47K | ﹤0.01% | 2711 |
|
|
2017
Q1 | $32K | Sell |
2,252
-580
| -20% | -$8.24K | ﹤0.01% | 2762 |
|
|
2016
Q4 | $34K | Buy |
2,832
+580
| +26% | +$6.96K | ﹤0.01% | 2669 |
|
|
2016
Q3 | $28K | Buy |
2,252
+140
| +7% | +$1.74K | ﹤0.01% | 2766 |
|
|
2016
Q2 | $24K | Sell |
2,112
-200
| -9% | -$2.27K | ﹤0.01% | 2627 |
|
|
2016
Q1 | $25K | Hold |
2,312
| – | – | ﹤0.01% | 2580 |
|
|
2015
Q4 | $23K | Buy |
2,312
+1,000
| +76% | +$9.95K | ﹤0.01% | 2706 |
|
|
2015
Q3 | $14K | Buy |
+1,312
| New | +$14K | ﹤0.01% | 2962 |
|
|
2015
Q2 | – | Sell |
-1,312
| Closed | -$20K | – | 1570 |
|
|
2015
Q1 | $20K | Sell |
1,312
-146
| -10% | -$2.23K | ﹤0.01% | 2685 |
|
|
2014
Q4 | $22K | Buy |
1,458
+328
| +29% | +$4.95K | ﹤0.01% | 2552 |
|
|
2014
Q3 | $20K | Buy |
1,130
+500
| +79% | +$8.85K | ﹤0.01% | 2510 |
|
|
2014
Q2 | $11K | Sell |
630
-48
| -7% | -$838 | ﹤0.01% | 2759 |
|
|
2014
Q1 | $12K | Buy |
678
+78
| +13% | +$1.38K | ﹤0.01% | 2622 |
|
|
2013
Q4 | $11K | Sell |
600
-500
| -45% | -$9.17K | ﹤0.01% | 2513 |
|
|
2013
Q3 | $21K | Sell |
1,100
-500
| -31% | -$9.55K | ﹤0.01% | 2064 |
|
|
2013
Q2 | $28K | Buy |
+1,600
| New | +$28K | ﹤0.01% | 1717 |
|