Morgan Stanley’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Hold |
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|
2025
Q1 | $40.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $850 | Hold |
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|
2024
Q2 | $1.23K | Hold |
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|
2024
Q1 | $1.32K | Sell |
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|
2023
Q4 | $2.78K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $115 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $80K | Buy |
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