KMS Financial Services’s Western Asset Emerging Markets EMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $209K | Buy |
17,400
+3,200
| +23% | +$38.4K | 0.03% | 475 |
|
|
2014
Q2 | $184K | Hold |
14,200
| – | – | 0.03% | 504 |
|
|
2014
Q1 | $175K | Sell |
14,200
-2,500
| -15% | -$30.8K | 0.03% | 487 |
|
|
2013
Q4 | $198K | Sell |
16,700
-4,825
| -22% | -$57.2K | 0.03% | 467 |
|
|
2013
Q3 | $270K | Buy |
21,525
+8,825
| +69% | +$111K | 0.07% | 318 |
|
|
2013
Q2 | $168K | Buy |
+12,700
| New | +$168K | 0.05% | 350 |
|