Allworth Financial’s Morgan Stanley India Investment Fund IIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
4,900
+4,400
| +880% | +$124K | ﹤0.01% | 1352 |
|
|
2025
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 2296 |
|
|
2024
Q4 | $12.2K | Hold |
500
| – | – | ﹤0.01% | 2352 |
|
|
2024
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 2080 |
|
|
2024
Q2 | $13.4K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2024
Q1 | $11.5K | Hold |
500
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q4 | $10.7K | Hold |
500
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q3 | $11.2K | Hold |
500
| – | – | ﹤0.01% | 1800 |
|
|
2023
Q2 | $10.8K | Hold |
500
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q1 | $9.73K | Hold |
500
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q4 | $10.2K | Hold |
500
| – | – | ﹤0.01% | 1684 |
|
|
2022
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 1550 |
|
|
2022
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 1530 |
|
|
2022
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1292 |
|
|
2021
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 989 |
|
|
2021
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 936 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$6K | – | 1271 |
|
|
2020
Q1 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 826 |
|