CLA (CliftonLarsonAllen) Wealth Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $233K | Hold |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $355K | Hold |
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|
2017
Q3 | $370K | Hold |
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|
2017
Q2 | $365K | Sell |
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|
2017
Q1 | $399K | Hold |
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|
2016
Q4 | $378K | Buy |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $373K | Hold |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $391K | Sell |
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|
2015
Q3 | $520K | Sell |
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|
2015
Q2 | $665K | Sell |
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|
2015
Q1 | $911K | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $11.9M | Sell |
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|
2014
Q2 | $14.3M | Buy |
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|
2014
Q1 | $11.4M | Buy |
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