Wealthspire Advisors (Maryland)’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-14,650
| Closed | -$197K | – | 2462 |
|
2018
Q3 | $197K | Hold |
14,650
| – | – | 0.02% | 459 |
|
2018
Q2 | $194K | Hold |
14,650
| – | – | 0.02% | 471 |
|
2018
Q1 | $213K | Hold |
14,650
| – | – | 0.02% | 442 |
|
2017
Q4 | $228K | Buy |
14,650
+610
| +4% | +$9.49K | 0.02% | 436 |
|
2017
Q3 | $221K | Buy |
14,040
+3,000
| +27% | +$47.2K | 0.02% | 443 |
|
2017
Q2 | $172K | Buy |
+11,040
| New | +$172K | 0.02% | 504 |
|