Sowell Financial Services’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
25,464
+8
| +0% | +$80 | 0.01% | 865 |
|
|
2025
Q1 | $252K | Buy |
25,456
+5
| +0% | +$49 | 0.01% | 840 |
|
|
2024
Q4 | $245K | Buy |
25,451
+1,189
| +5% | +$11.4K | 0.01% | 487 |
|
|
2024
Q3 | $249K | Sell |
24,262
-2,700
| -10% | -$27.7K | 0.01% | 516 |
|
|
2024
Q2 | $253K | Sell |
26,962
-475
| -2% | -$4.46K | 0.01% | 503 |
|
|
2024
Q1 | $266K | Sell |
27,437
-900
| -3% | -$8.73K | 0.01% | 519 |
|
|
2023
Q4 | $261K | Hold |
28,337
| – | – | 0.01% | 503 |
|
|
2023
Q3 | $238K | Hold |
28,337
| – | – | 0.01% | 483 |
|
|
2023
Q2 | $246K | Hold |
28,337
| – | – | 0.01% | 529 |
|
|
2023
Q1 | $243K | Hold |
28,337
| – | – | 0.02% | 635 |
|
|
2022
Q4 | $258K | Sell |
28,337
-2,100
| -7% | -$19.1K | 0.02% | 499 |
|
|
2022
Q3 | $245K | Sell |
30,437
-276
| -0.9% | -$2.22K | 0.02% | 385 |
|
|
2022
Q2 | $274K | Buy |
+30,713
| New | +$274K | 0.03% | 265 |
|
|
2022
Q1 | – | Sell |
-38,048
| Closed | -$487K | – | 247 |
|
|
2021
Q4 | $487K | Buy |
38,048
+792
| +2% | +$10.1K | 0.03% | 438 |
|
|
2021
Q3 | $507K | Buy |
37,256
+5,715
| +18% | +$77.8K | 0.03% | 390 |
|
|
2021
Q2 | $442K | Buy |
31,541
+494
| +2% | +$6.92K | 0.03% | 437 |
|
|
2021
Q1 | $427K | Buy |
31,047
+30,504
| +5,618% | +$420K | 0.01% | 714 |
|
|
2020
Q4 | $8K | Sell |
543
-6
| -1% | -$88 | ﹤0.01% | 2103 |
|
|
2020
Q3 | $7K | Buy |
549
+17
| +3% | +$217 | ﹤0.01% | 1901 |
|
|
2020
Q2 | $7K | Buy |
532
+7
| +1% | +$92 | ﹤0.01% | 1793 |
|
|
2020
Q1 | $6K | Buy |
525
+277
| +112% | +$3.17K | ﹤0.01% | 1757 |
|
|
2019
Q4 | $4K | Sell |
248
-5
| -2% | -$81 | ﹤0.01% | 1960 |
|
|
2019
Q3 | $4K | Buy |
+253
| New | +$4K | ﹤0.01% | 1825 |
|