B. Riley Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $834 | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $293K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $48K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $116K | Sell |
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|
2014
Q3 | $926K | Buy |
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|
2014
Q2 | $88K | Buy |
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|
2014
Q1 | $8K | Buy |
|