Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-500
| Closed | -$6K | – | 2427 |
|
|
2018
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 1918 |
|
|
2018
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 1820 |
|
|
2018
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 1712 |
|
|
2017
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 1696 |
|
|
2017
Q3 | $8K | Sell |
500
-100
| -17% | -$1.6K | ﹤0.01% | 1635 |
|
|
2017
Q2 | $8K | Hold |
600
| – | – | ﹤0.01% | 1594 |
|
|
2017
Q1 | $8K | Buy |
600
+100
| +20% | +$1.33K | ﹤0.01% | 1551 |
|
|
2016
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 1568 |
|
|
2016
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 1506 |
|
|
2016
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 1507 |
|
|
2016
Q1 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 1472 |
|