Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,400
| Closed | -$160K | – | 150 |
|
|
2016
Q2 | $160K | Sell |
10,400
-500
| -5% | -$7.69K | 0.07% | 140 |
|
|
2016
Q1 | $158K | Sell |
10,900
-450
| -4% | -$6.52K | 0.07% | 133 |
|
|
2015
Q4 | $156K | Hold |
11,350
| – | – | 0.07% | 116 |
|
|
2015
Q3 | $151K | Sell |
11,350
-3,350
| -23% | -$44.6K | 0.1% | 87 |
|
|
2015
Q2 | $219K | Buy |
+14,700
| New | +$219K | 0.14% | 79 |
|