Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
1,100
| – | – | 0.01% | 465 |
|
|
2025
Q1 | $14.1K | Hold |
1,100
| – | – | 0.01% | 480 |
|
|
2024
Q4 | $13.1K | Hold |
1,100
| – | – | 0.01% | 477 |
|
|
2024
Q3 | $14.9K | Sell |
1,100
-776
| -41% | -$10.5K | 0.01% | 487 |
|
|
2024
Q2 | $23.2K | Hold |
1,876
| – | – | 0.01% | 431 |
|
|
2024
Q1 | $22.4K | Hold |
1,876
| – | – | 0.01% | 446 |
|
|
2023
Q4 | $21.9K | Buy |
1,876
+45
| +2% | +$526 | 0.01% | 435 |
|
|
2023
Q3 | $20.7K | Hold |
1,831
| – | – | 0.01% | 460 |
|
|
2023
Q2 | $21.7K | Hold |
1,831
| – | – | 0.01% | 464 |
|
|
2023
Q1 | $21.4K | Hold |
1,831
| – | – | 0.01% | 468 |
|
|
2022
Q4 | $20.9K | Buy |
1,831
+66
| +4% | +$754 | 0.01% | 481 |
|
|
2022
Q3 | $18K | Hold |
1,765
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $21K | Hold |
1,765
| – | – | 0.01% | 508 |
|
|
2022
Q1 | $24K | Sell |
1,765
-150
| -8% | -$2.04K | 0.01% | 543 |
|
|
2021
Q4 | $31K | Buy |
1,915
+43
| +2% | +$696 | 0.01% | 543 |
|
|
2021
Q3 | $32K | Hold |
1,872
| – | – | 0.01% | 529 |
|
|
2021
Q2 | $37K | Sell |
1,872
-200
| -10% | -$3.95K | 0.01% | 566 |
|
|
2021
Q1 | $40K | Buy |
2,072
+400
| +24% | +$7.72K | 0.01% | 544 |
|
|
2020
Q4 | $31K | Sell |
1,672
-178
| -10% | -$3.3K | 0.01% | 553 |
|
|
2020
Q3 | $28K | Sell |
1,850
-400
| -18% | -$6.05K | 0.01% | 541 |
|
|
2020
Q2 | $31K | Hold |
2,250
| – | – | 0.01% | 526 |
|
|
2020
Q1 | $25K | Sell |
2,250
-5,900
| -72% | -$65.6K | 0.01% | 529 |
|
|
2019
Q4 | $127K | Buy |
8,150
+800
| +11% | +$12.5K | 0.04% | 353 |
|
|
2019
Q3 | $108K | Hold |
7,350
| – | – | 0.03% | 367 |
|
|
2019
Q2 | $111K | Sell |
7,350
-1,400
| -16% | -$21.1K | 0.04% | 356 |
|
|
2019
Q1 | $130K | Buy |
+8,750
| New | +$130K | 0.04% | 336 |
|
|
2014
Q2 | – | Sell |
-1,600
| Closed | -$27K | – | 922 |
|
|
2014
Q1 | $27K | Hold |
1,600
| – | – | 0.01% | 465 |
|
|
2013
Q4 | $28K | Hold |
1,600
| – | – | 0.01% | 463 |
|
|
2013
Q3 | $30K | Buy |
+1,600
| New | +$30K | 0.01% | 439 |
|