Balasa Dinverno & Foltz’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
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $800K | Buy |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $573K | Buy |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $567K | Buy |
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|
2019
Q1 | $492K | Sell |
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|
2018
Q4 | $488K | Buy |
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|
2018
Q3 | $486K | Sell |
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $539K | Buy |
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|
2017
Q4 | $509K | Hold |
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|
2017
Q3 | $467K | Sell |
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|
2017
Q2 | $441K | Buy |
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|
2017
Q1 | $407K | Sell |
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|
2016
Q4 | $405K | Hold |
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|
2016
Q3 | $308K | Sell |
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|
2016
Q2 | $311K | Sell |
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|
2016
Q1 | $302K | Sell |
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|
2015
Q4 | $420K | Sell |
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|
2015
Q3 | $418K | Sell |
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|
2015
Q2 | $565K | Sell |
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|
2015
Q1 | $547K | Sell |
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|
2014
Q4 | $611K | Buy |
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|
2014
Q3 | $529K | Hold |
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|
2014
Q2 | $495K | Buy |
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|
2014
Q1 | $469K | Sell |
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|
2013
Q4 | $472K | Sell |
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|
2013
Q3 | $406K | Buy |
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|
2013
Q2 | $368K | Buy |
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