YorkBridge Wealth Partners’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$19K | – | 697 |
|
|
2019
Q2 | $19K | Hold |
1,500
| – | – | 0.01% | 486 |
|
|
2019
Q1 | $19K | Hold |
1,500
| – | – | 0.01% | 477 |
|
|
2018
Q4 | $16K | Hold |
1,500
| – | – | 0.01% | 512 |
|
|
2018
Q3 | $19K | Hold |
1,500
| – | – | 0.01% | 536 |
|
|
2018
Q2 | $19K | Hold |
1,500
| – | – | 0.01% | 548 |
|
|
2018
Q1 | $23K | Buy |
+1,500
| New | +$23K | 0.01% | 489 |
|