AWS
AJ Wealth Strategies’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $391K | Buy |
4,581
+172
| +4% | +$14.7K | 0.02% | 208 |
|
|
2023
Q1 | $387K | Buy |
4,409
+9
| +0.2% | +$790 | 0.02% | 207 |
|
|
2022
Q4 | $374K | Hold |
4,400
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $348K | Hold |
4,400
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $335K | Hold |
4,400
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $385K | Hold |
4,400
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $432K | Hold |
4,400
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $428K | Hold |
4,400
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $403K | Hold |
4,400
| – | – | 0.02% | 198 |
|
|
2021
Q1 | $342K | Buy |
4,400
+1,350
| +44% | +$105K | 0.02% | 201 |
|
|
2020
Q4 | $209K | Buy |
+3,050
| New | +$209K | 0.02% | 222 |
|