AJ Wealth Strategies’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $432K | Hold |
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|
2021
Q3 | $428K | Hold |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $209K | Buy |
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