9258 Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,561
| Closed | -$131K | – | 375 |
|
|
2021
Q4 | $131K | Sell |
14,561
-9,885
| -40% | -$88.9K | 0.03% | 358 |
|
|
2021
Q3 | $223K | Sell |
24,446
-1,391
| -5% | -$12.7K | 0.06% | 315 |
|
|
2021
Q2 | $242K | Buy |
25,837
+109
| +0.4% | +$1.02K | 0.07% | 300 |
|
|
2021
Q1 | $231K | Sell |
25,728
-4,793
| -16% | -$43K | 0.07% | 286 |
|
|
2020
Q4 | $283K | Sell |
30,521
-3,548
| -10% | -$32.9K | 0.09% | 237 |
|
|
2020
Q3 | $287K | Buy |
34,069
+222
| +0.7% | +$1.87K | 0.11% | 206 |
|
|
2020
Q2 | $287K | Sell |
33,847
-3,500
| -9% | -$29.7K | 0.12% | 210 |
|
|
2020
Q1 | $279K | Buy |
37,347
+252
| +0.7% | +$1.88K | 0.12% | 198 |
|
|
2019
Q4 | $359K | Buy |
37,095
+122
| +0.3% | +$1.18K | 0.13% | 194 |
|
|
2019
Q3 | $340K | Sell |
36,973
-462
| -1% | -$4.25K | 0.27% | 120 |
|
|
2019
Q2 | $349K | Sell |
37,435
-1,868
| -5% | -$17.4K | 0.28% | 117 |
|
|
2019
Q1 | $353K | Buy |
39,303
+126
| +0.3% | +$1.13K | 0.3% | 109 |
|
|
2018
Q4 | $322K | Buy |
+39,177
| New | +$322K | 0.31% | 107 |
|