Kelman-Lazarov Inc’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 Q2	–	Sell	-55,543	Closed	-$415K	–	79
2020 Q1	$415K	Sell	55,543 -25,888	-32%	-$225K	0.22%	44
2019 Q4	$748K	Sell	81,431 -84,715	-51%	-$764K	0.34%	44
2019 Q3	$1.51M	Sell	166,146 -129,091	-44%	-$1.25M	0.74%	25
2019 Q2	$3.02M	Sell	295,237 -178,509	-38%	-$1.81M	1.55%	16
2019 Q1	$4.85M	Sell	473,746 -23,910	-5%	-$245K	2.56%	11
2018 Q4	$4.79M	Buy	497,656 +101,221	+26%	+$975K	2.98%	9
2018 Q3	$3.96M	Buy	396,435 +114,806	+41%	+$1.18M	2.32%	12
2018 Q2	$2.89M	Buy	281,629 +51,140	+22%	+$557K	1.55%	19
2018 Q1	$2.6M	Buy	230,489 +21,216	+10%	+$247K	1.4%	22
2017 Q4	$2.34M	Buy	209,273 +37,191	+22%	+$428K	1.19%	27
2017 Q3	$1.99M	Buy	172,082 +19,210	+13%	+$219K	1.05%	29
2017 Q2	$1.72M	Buy	152,872 +25,663	+20%	+$292K	0.94%	31
2017 Q1	$1.43M	Sell	127,209 -600	-0.5%	-$6.83K	0.92%	36
2016 Q4	$1.39M	Buy	127,809 +1,850	+1%	+$19.8K	0.79%	37
2016 Q3	$1.38M	Buy	125,959 +2,000	+2%	+$21.8K	0.78%	39
2016 Q2	$1.31M	Buy	123,959 +6,581	+6%	+$68.8K	0.75%	43
2016 Q1	$1.2M	Buy	+117,378	New	+$1.13M	0.7%	48