B. Riley Wealth Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67,566
| Closed | -$317K | – | 1305 |
|
|
2024
Q2 | $317K | Sell |
67,566
-27,063
| -29% | -$127K | 0.01% | 1007 |
|
|
2024
Q1 | $412K | Sell |
94,629
-3,837
| -4% | -$16.7K | 0.01% | 894 |
|
|
2023
Q4 | $468K | Buy |
98,466
+3,837
| +4% | +$18.2K | 0.01% | 844 |
|
|
2023
Q3 | $412K | Buy |
94,629
+289
| +0.3% | +$1.26K | 0.01% | 894 |
|
|
2023
Q2 | $450K | Buy |
94,340
+2,408
| +3% | +$11.5K | 0.01% | 902 |
|
|
2023
Q1 | $423K | Buy |
91,932
+17,082
| +23% | +$78.6K | 0.01% | 882 |
|
|
2022
Q4 | $334K | Buy |
74,850
+15,025
| +25% | +$67.1K | 0.01% | 986 |
|
|
2022
Q3 | $241K | Buy |
59,825
+11,408
| +24% | +$46K | 0.01% | 1130 |
|
|
2022
Q2 | $218K | Buy |
48,417
+10,521
| +28% | +$47.4K | 0.01% | 1015 |
|
|
2022
Q1 | $190K | Buy |
37,896
+26
| +0.1% | +$130 | 0.01% | 1224 |
|
|
2021
Q4 | $208K | Buy |
37,870
+2,044
| +6% | +$11.2K | 0.01% | 1253 |
|
|
2021
Q3 | $210K | Buy |
35,826
+3,985
| +13% | +$23.4K | 0.01% | 1223 |
|
|
2021
Q2 | $195K | Sell |
31,841
-8
| -0% | -$49 | 0.01% | 1220 |
|
|
2021
Q1 | $192K | Buy |
31,849
+8,372
| +36% | +$50.5K | 0.01% | 1203 |
|
|
2020
Q4 | $148K | Buy |
+23,477
| New | +$148K | 0.01% | 953 |
|