Rockbridge Investment Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,085
| Closed | -$7.54K | – | 437 |
|
|
2023
Q4 | $7.54K | Buy |
+1,085
| New | +$7.54K | ﹤0.01% | 427 |
|
|
2022
Q3 | – | Sell |
-3,255
| Closed | -$21.5K | – | 408 |
|
|
2022
Q2 | $21.5K | Sell |
3,255
-1,085
| -25% | -$7.17K | ﹤0.01% | 294 |
|
|
2022
Q1 | $34.3K | Hold |
4,340
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $39K | Hold |
4,340
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $40K | Hold |
4,340
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $41K | Hold |
4,340
| – | – | 0.01% | 347 |
|
|
2021
Q1 | $39K | Hold |
4,340
| – | – | 0.01% | 325 |
|
|
2020
Q4 | $40K | Hold |
4,340
| – | – | 0.01% | 312 |
|
|
2020
Q3 | $36K | Hold |
4,340
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $37K | Buy |
+4,340
| New | +$37K | 0.01% | 262 |
|