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Activest Wealth Management’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Activest Wealth Management’s Portfolio MSDL Stock Details MSDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.21M Buy
171,562
+16,179
+10% +$303K 0.77% 19
2025
Q1 		$3.1M Sell
155,383
-8,677
-5% -$173K 0.83% 18
2024
Q4 		$3.39M Buy
164,060
+83,217
+103% +$1.72M 0.95% 18
2024
Q3 		$1.6M Buy
+80,843
New +$1.6M 0.49% 27