Creative Planning’s Morgan Stanley India Investment Fund IIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $520K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $76K | Hold |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $73K | Buy |
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|
2016
Q3 | $80K | Buy |
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|
2016
Q2 | $22K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Sell |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $22K | Buy |
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|
2014
Q2 | $8K | Buy |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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