TW
MSD
Transform Wealth’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,353
| Closed | -$90K | – | 192 |
|
|
2018
Q3 | $90K | Sell |
10,353
-987
| -9% | -$8.58K | 0.02% | 191 |
|
|
2018
Q2 | $99K | Buy |
11,340
+13
| +0.1% | +$113 | 0.02% | 214 |
|
|
2018
Q1 | $106K | Buy |
11,327
+11
| +0.1% | +$103 | 0.02% | 233 |
|
|
2017
Q4 | $113K | Buy |
11,316
+11
| +0.1% | +$110 | 0.02% | 245 |
|
|
2017
Q3 | $114K | Buy |
+11,305
| New | +$114K | 0.04% | 207 |
|
|
2017
Q2 | – | Sell |
-19,981
| Closed | -$187K | – | 117 |
|
|
2017
Q1 | $187K | Buy |
19,981
+215
| +1% | +$2.01K | 0.07% | 201 |
|
|
2016
Q4 | $180K | Buy |
19,766
+6,766
| +52% | +$61.6K | 0.07% | 204 |
|
|
2016
Q3 | $125K | Sell |
13,000
-6,743
| -34% | -$64.8K | 0.05% | 201 |
|
|
2016
Q2 | $183K | Buy |
+19,743
| New | +$183K | 0.08% | 205 |
|