Creative Planning’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,000	Closed	-$82K	–	2456
2020 Q3	$82K	Buy	11,000 +1,000	+10%	+$7.63K	﹤0.01%	1853
2020 Q2	$79K	Hold	10,000	–	–	﹤0.01%	1702
2020 Q1	$75K	Sell	10,000 -11,634	-54%	-$101K	﹤0.01%	1577
2019 Q4	$199K	Sell	21,634 -3,029	-12%	-$27.3K	﹤0.01%	1641
2019 Q3	$224K	Buy	24,663 +8,823	+56%	+$85.5K	﹤0.01%	1537
2019 Q2	$162K	Buy	+15,840	New	+$160K	﹤0.01%	1676
2018 Q4	–	Sell	-13,719	Closed	-$137K	–	2104
2018 Q3	$137K	Buy	+13,719	New	+$141K	﹤0.01%	1742
2017 Q3	–	Sell	-496	Closed	-$6K	–	3530
2017 Q2	$6K	Hold	496	–	–	﹤0.01%	3923
2017 Q1	$6K	Hold	496	–	–	﹤0.01%	3891
2016 Q4	$5K	Hold	496	–	–	﹤0.01%	3976
2016 Q3	$5K	Sell	496 -400	-45%	-$4.37K	﹤0.01%	3898
2016 Q2	$9K	Buy	896 +400	+81%	+$4.18K	﹤0.01%	3330
2016 Q1	$5K	Sell	496 -1,140	-70%	-$11K	﹤0.01%	3607
2015 Q4	$16K	Buy	1,636 +1,140	+230%	+$11.4K	﹤0.01%	3001
2015 Q3	$5K	Buy	+496	New	+$5.08K	﹤0.01%	3635
2015 Q2	–	Sell	-3,196	Closed	-$34K	–	2821
2015 Q1	$34K	Buy	3,196 +2,700	+544%	+$29.9K	﹤0.01%	2289
2014 Q4	$6K	Sell	496 -2,100	-81%	-$25.9K	﹤0.01%	3421
2014 Q3	$33K	Buy	2,596 +100	+4%	+$1.34K	﹤0.01%	2191
2014 Q2	$34K	Sell	2,496 -4,338	-63%	-$61.6K	﹤0.01%	2146
2014 Q1	$96K	Sell	6,834 -7,058	-51%	-$97.1K	﹤0.01%	1424
2013 Q4	$190K	Buy	13,892 +6,858	+97%	+$97.8K	﹤0.01%	882
2013 Q3	$100K	Buy	7,034 +300	+4%	+$4.26K	﹤0.01%	1119
2013 Q2	$100K	Buy	+6,734	New	+$107K	﹤0.01%	991