Steward Partners Investment Advisory’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 | $5.31K | Hold |
528
| – | – | ﹤0.01% | 3462 |
|
|
2025
Q1 | $5.22K | Hold |
528
| – | – | ﹤0.01% | 3365 |
|
|
2024
Q4 | $5.08K | Hold |
528
| – | – | ﹤0.01% | 3359 |
|
|
2024
Q3 | $5.38K | Hold |
528
| – | – | ﹤0.01% | 3163 |
|
|
2024
Q2 | $4.92K | Sell |
528
-357
| -40% | -$3.32K | ﹤0.01% | 3051 |
|
|
2024
Q1 | $8.51K | Buy |
885
+357
| +68% | +$3.43K | ﹤0.01% | 2871 |
|
|
2023
Q4 | $4.86K | Hold |
528
| – | – | ﹤0.01% | 2968 |
|
|
2023
Q3 | $4.38K | Hold |
528
| – | – | ﹤0.01% | 2871 |
|
|
2023
Q2 | $4.55K | Sell |
528
-145
| -22% | -$1.25K | ﹤0.01% | 2818 |
|
|
2023
Q1 | $5.78K | Hold |
673
| – | – | ﹤0.01% | 2738 |
|
|
2022
Q4 | $6.13K | Hold |
673
| – | – | ﹤0.01% | 2696 |
|
|
2022
Q3 | $5K | Hold |
673
| – | – | ﹤0.01% | 2752 |
|
|
2022
Q2 | $6K | Hold |
673
| – | – | ﹤0.01% | 2686 |
|
|
2022
Q1 | $7K | Hold |
673
| – | – | ﹤0.01% | 2766 |
|
|
2021
Q4 | $9K | Sell |
673
-5,604
| -89% | -$74.9K | ﹤0.01% | 2633 |
|
|
2021
Q3 | $85K | Buy |
6,277
+5,604
| +833% | +$75.9K | ﹤0.01% | 1624 |
|
|
2021
Q2 | $9K | Sell |
673
-11,946
| -95% | -$160K | ﹤0.01% | 6248 |
|
|
2021
Q1 | $167K | Buy |
12,619
+9,931
| +369% | +$131K | ﹤0.01% | 1376 |
|
|
2020
Q4 | $37K | Sell |
2,688
-474
| -15% | -$6.53K | ﹤0.01% | 1807 |
|
|
2020
Q3 | $39K | Buy |
3,162
+1,913
| +153% | +$23.6K | ﹤0.01% | 1609 |
|
|
2020
Q2 | $15K | Buy |
1,249
+102
| +9% | +$1.23K | ﹤0.01% | 1867 |
|
|
2020
Q1 | $12K | Hold |
1,147
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q4 | $16K | Hold |
1,147
| – | – | ﹤0.01% | 1831 |
|
|
2019
Q3 | $15K | Hold |
1,147
| – | – | ﹤0.01% | 1832 |
|
|
2019
Q2 | $16K | Buy |
+1,147
| New | +$16K | ﹤0.01% | 1781 |
|
|
2018
Q4 | – | Sell |
-1,243
| Closed | -$17K | – | 1141 |
|
|
2018
Q3 | $17K | Sell |
1,243
-1,492
| -55% | -$20.4K | ﹤0.01% | 1626 |
|
|
2018
Q2 | $36K | Buy |
2,735
+538
| +24% | +$7.08K | ﹤0.01% | 1225 |
|
|
2018
Q1 | $31K | Buy |
2,197
+6
| +0.3% | +$85 | ﹤0.01% | 1176 |
|
|
2017
Q4 | $34K | Buy |
2,191
+1,758
| +406% | +$27.3K | ﹤0.01% | 956 |
|
|
2017
Q3 | $6K | Buy |
433
+5
| +1% | +$69 | ﹤0.01% | 1236 |
|
|
2017
Q2 | $6K | Hold |
428
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q1 | $6K | Hold |
428
| – | – | ﹤0.01% | 1068 |
|
|
2016
Q4 | $6K | Buy |
+428
| New | +$6K | ﹤0.01% | 632 |
|