America First Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-556
| Closed | -$54K | – | 63 |
|
2024
Q2 | $54K | Hold |
556
| – | – | 0.01% | 55 |
|
2024
Q1 | $52.4K | Hold |
556
| – | – | 0.01% | 56 |
|
2023
Q4 | $51.8K | Hold |
556
| – | – | 0.01% | 57 |
|
2023
Q3 | $45.4K | Hold |
556
| – | – | 0.01% | 57 |
|
2023
Q2 | $47.5K | Hold |
556
| – | – | 0.01% | 56 |
|
2023
Q1 | $48.8K | Buy |
+556
| New | +$48.8K | 0.01% | 56 |
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$71K | – | 122 |
|
2015
Q1 | $71K | Hold |
2,000
| – | – | 0.03% | 62 |
|
2014
Q4 | $78K | Hold |
2,000
| – | – | 0.03% | 64 |
|
2014
Q3 | $69K | Hold |
2,000
| – | – | 0.03% | 65 |
|
2014
Q2 | $65K | Hold |
2,000
| – | – | 0.03% | 68 |
|
2014
Q1 | $62K | Hold |
2,000
| – | – | 0.03% | 71 |
|
2013
Q4 | $63K | Hold |
2,000
| – | – | 0.03% | 75 |
|
2013
Q3 | $54K | Hold |
2,000
| – | – | 0.03% | 78 |
|
2013
Q2 | $49K | Buy |
+2,000
| New | +$49K | 0.03% | 77 |
|