BAM
Baldrige Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $34K | Buy |
391
+3
| +0.8% | +$261 | 0.01% | 195 |
|
|
2022
Q4 | $33K | Hold |
388
| – | – | 0.01% | 192 |
|
|
2022
Q3 | $31K | Hold |
388
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $30K | Hold |
388
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $34K | Hold |
388
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $38K | Hold |
388
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $38K | Hold |
388
| – | – | 0.02% | 184 |
|
|
2021
Q2 | $36K | Buy |
+388
| New | +$36K | 0.02% | 187 |
|