Walled Lake Planning & Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-278
| Closed | -$4K | – | 164 |
|
2021
Q3 | $4K | Hold |
278
| – | – | ﹤0.01% | 291 |
|
2021
Q2 | $4K | Hold |
278
| – | – | ﹤0.01% | 278 |
|
2021
Q1 | $4K | Sell |
278
-210
| -43% | -$3.02K | ﹤0.01% | 269 |
|
2020
Q4 | $7K | Sell |
488
-198
| -29% | -$2.84K | 0.01% | 230 |
|
2020
Q3 | $8K | Buy |
686
+9
| +1% | +$105 | 0.01% | 226 |
|
2020
Q2 | $8K | Buy |
677
+11
| +2% | +$130 | 0.01% | 211 |
|
2020
Q1 | $7K | Buy |
666
+388
| +140% | +$4.08K | 0.01% | 206 |
|
2019
Q4 | $4K | Buy |
+278
| New | +$4K | ﹤0.01% | 240 |
|