Alera Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $663K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $916K | Buy |
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|
2023
Q2 | $862K | Buy |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $7K | Buy |
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