SWM
MSD
Seed 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,500
| Closed | -$105K | – | 155 |
|
|
2024
Q1 | $105K | Sell |
14,500
-9,526
| -40% | -$69.1K | 0.1% | 151 |
|
|
2023
Q4 | $168K | Sell |
24,026
-2,000
| -8% | -$14K | 0.17% | 143 |
|
|
2023
Q3 | $169K | Sell |
26,026
-10,000
| -28% | -$64.9K | 0.19% | 132 |
|
|
2023
Q2 | $232K | Hold |
36,026
| – | – | 0.25% | 115 |
|
|
2023
Q1 | $232K | Hold |
36,026
| – | – | 0.26% | 111 |
|
|
2022
Q4 | $236K | Buy |
+36,026
| New | +$236K | 0.27% | 96 |
|