API
Advisor Partners II’s Morgan Stanley MS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $5.24M | Sell |
64,125
-80
| -0.1% | -$6.53K | 0.21% | 82 |
|
2023
Q2 | $5.48M | Buy |
64,205
+1,866
| +3% | +$159K | 0.26% | 68 |
|
2023
Q1 | $5.47M | Buy |
62,339
+1,837
| +3% | +$161K | 0.3% | 64 |
|
2022
Q4 | $5.14M | Buy |
60,502
+5,904
| +11% | +$502K | 0.32% | 61 |
|
2022
Q3 | $4.31M | Buy |
+54,598
| New | +$4.31M | 0.33% | 57 |
|