Wealthspire Advisors (Maryland)’s Morgan Stanley India Investment Fund IIF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,100
| Closed | -$44K | – | 1211 |
|
2019
Q1 | $44K | Hold |
2,100
| – | – | ﹤0.01% | 936 |
|
2018
Q4 | $42K | Hold |
2,100
| – | – | ﹤0.01% | 934 |
|
2018
Q3 | $49K | Hold |
2,100
| – | – | ﹤0.01% | 981 |
|
2018
Q2 | $54K | Hold |
2,100
| – | – | ﹤0.01% | 945 |
|
2018
Q1 | $64K | Hold |
2,100
| – | – | 0.01% | 889 |
|
2017
Q4 | $70K | Hold |
2,100
| – | – | 0.01% | 869 |
|
2017
Q3 | $72K | Hold |
2,100
| – | – | 0.01% | 833 |
|
2017
Q2 | $68K | Hold |
2,100
| – | – | 0.01% | 835 |
|
2017
Q1 | $66K | Hold |
2,100
| – | – | 0.01% | 723 |
|
2016
Q4 | $54K | Hold |
2,100
| – | – | 0.01% | 747 |
|
2016
Q3 | $60K | Hold |
2,100
| – | – | 0.01% | 726 |
|
2016
Q2 | $56K | Hold |
2,100
| – | – | 0.01% | 708 |
|
2016
Q1 | $53K | Buy |
2,100
+100
| +5% | +$2.52K | 0.01% | 687 |
|
2015
Q4 | $51K | Buy |
+2,000
| New | +$51K | 0.01% | 708 |
|