IHT Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $363K | Sell |
47,000
-900
| -2% | -$6.96K | 0.01% | 812 |
|
2025
Q1 | $386K | Hold |
47,900
| – | – | 0.01% | 760 |
|
2024
Q4 | $369K | Sell |
47,900
-46,400
| -49% | -$357K | 0.01% | 791 |
|
2024
Q3 | $748K | Buy |
94,300
+46,400
| +97% | +$368K | 0.02% | 585 |
|
2024
Q2 | $352K | Hold |
47,900
| – | – | 0.01% | 745 |
|
2024
Q1 | $346K | Hold |
47,900
| – | – | 0.01% | 748 |
|
2023
Q4 | $333K | Hold |
47,900
| – | – | 0.01% | 730 |
|
2023
Q3 | $311K | Buy |
+47,900
| New | +$311K | 0.02% | 722 |
|
2023
Q1 | – | Sell |
-11,589
| Closed | -$75.8K | – | 982 |
|
2022
Q4 | $75.8K | Sell |
11,589
-3,600
| -24% | -$23.5K | ﹤0.01% | 876 |
|
2022
Q3 | $94K | Sell |
15,189
-4,000
| -21% | -$24.8K | 0.01% | 825 |
|
2022
Q2 | $127K | Hold |
19,189
| – | – | 0.01% | 690 |
|
2022
Q1 | $149K | Sell |
19,189
-1,500
| -7% | -$11.6K | 0.01% | 730 |
|
2021
Q4 | $186K | Buy |
20,689
+1,300
| +7% | +$11.7K | 0.01% | 754 |
|
2021
Q3 | $177K | Sell |
19,389
-1
| -0% | -$9 | 0.01% | 747 |
|
2021
Q2 | $181K | Hold |
19,390
| – | – | 0.01% | 885 |
|
2021
Q1 | $174K | Hold |
19,390
| – | – | 0.01% | 787 |
|
2020
Q4 | $180K | Sell |
19,390
-900
| -4% | -$8.36K | 0.02% | 695 |
|
2020
Q3 | $170K | Buy |
20,290
+4,440
| +28% | +$37.2K | 0.02% | 612 |
|
2020
Q2 | $135K | Sell |
15,850
-60,440
| -79% | -$515K | 0.02% | 545 |
|
2020
Q1 | $584K | Buy |
76,290
+1,400
| +2% | +$10.7K | 0.08% | 257 |
|
2019
Q4 | $725K | Buy |
74,890
+2,600
| +4% | +$25.2K | 0.09% | 264 |
|
2019
Q3 | $677K | Buy |
72,290
+8,740
| +14% | +$81.9K | 0.09% | 256 |
|
2019
Q2 | $600K | Buy |
+63,550
| New | +$600K | 0.09% | 256 |
|