Accel Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$8.78K | – | 601 |
|
|
2023
Q1 | $8.78K | Buy |
100
+50
| +100% | +$4.39K | ﹤0.01% | 928 |
|
|
2022
Q4 | $4.25K | Sell |
50
-514
| -91% | -$43.7K | ﹤0.01% | 839 |
|
|
2022
Q3 | $47K | Sell |
564
-37
| -6% | -$3.08K | 0.03% | 384 |
|
|
2022
Q2 | $47K | Buy |
601
+5
| +0.8% | +$391 | 0.03% | 361 |
|
|
2022
Q1 | $52K | Buy |
596
+3
| +0.5% | +$262 | 0.03% | 372 |
|
|
2021
Q4 | $58K | Buy |
593
+492
| +487% | +$48.1K | 0.03% | 355 |
|
|
2021
Q3 | $10K | Buy |
101
+21
| +26% | +$2.08K | 0.01% | 644 |
|
|
2021
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 746 |
|
|
2021
Q1 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 727 |
|