Creative Planning’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-900
| Closed | -$15K | – | 4204 |
|
|
2017
Q2 | $15K | Hold |
900
| – | – | ﹤0.01% | 3348 |
|
|
2017
Q1 | $13K | Hold |
900
| – | – | ﹤0.01% | 3409 |
|
|
2016
Q4 | $12K | Hold |
900
| – | – | ﹤0.01% | 3402 |
|
|
2016
Q3 | $13K | Hold |
900
| – | – | ﹤0.01% | 3306 |
|
|
2016
Q2 | $12K | Hold |
900
| – | – | ﹤0.01% | 3112 |
|
|
2016
Q1 | $12K | Hold |
900
| – | – | ﹤0.01% | 3101 |
|
|
2015
Q4 | $12K | Hold |
900
| – | – | ﹤0.01% | 3174 |
|
|
2015
Q3 | $11K | Buy |
+900
| New | +$11K | ﹤0.01% | 3141 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$10K | – | 3412 |
|
|
2015
Q1 | $10K | Sell |
700
-1,471
| -68% | -$21K | ﹤0.01% | 3170 |
|
|
2014
Q4 | $32K | Buy |
2,171
+1,471
| +210% | +$21.7K | ﹤0.01% | 2293 |
|
|
2014
Q3 | $11K | Hold |
700
| – | – | ﹤0.01% | 2873 |
|
|
2014
Q2 | $11K | Hold |
700
| – | – | ﹤0.01% | 2777 |
|
|
2014
Q1 | $11K | Hold |
700
| – | – | ﹤0.01% | 2685 |
|
|
2013
Q4 | $11K | Hold |
700
| – | – | ﹤0.01% | 2539 |
|
|
2013
Q3 | $10K | Hold |
700
| – | – | ﹤0.01% | 2484 |
|
|
2013
Q2 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 2294 |
|