Kelman-Lazarov Inc’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,250
| Closed | -$160K | – | 105 |
|
|
2018
Q3 | $160K | Sell |
10,250
-4,200
| -29% | -$65.6K | 0.09% | 95 |
|
|
2018
Q2 | $235K | Sell |
14,450
-150
| -1% | -$2.44K | 0.13% | 100 |
|
|
2018
Q1 | $269K | Buy |
14,600
+1,500
| +11% | +$27.6K | 0.14% | 95 |
|
|
2017
Q4 | $234K | Buy |
13,100
+2,150
| +20% | +$38.4K | 0.12% | 106 |
|
|
2017
Q3 | $190K | Hold |
10,950
| – | – | 0.1% | 109 |
|
|
2017
Q2 | $18K | Sell |
10,950
-250
| -2% | -$411 | 0.01% | 123 |
|
|
2017
Q1 | $165K | Hold |
11,200
| – | – | 0.11% | 99 |
|
|
2016
Q4 | $148K | Buy |
11,200
+1,200
| +12% | +$15.8K | 0.08% | 116 |
|
|
2016
Q3 | $145K | Hold |
10,000
| – | – | 0.08% | 121 |
|
|
2016
Q2 | $134K | Hold |
10,000
| – | – | 0.08% | 126 |
|
|
2016
Q1 | $132K | Buy |
+10,000
| New | +$132K | 0.08% | 132 |
|