BCWM
Bartlett & Co Wealth Management’s Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series K MS.PRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$14.8K | – | 1183 |
|
|
2023
Q4 | $14.8K | Hold |
600
| – | – | ﹤0.01% | 937 |
|
|
2023
Q3 | $14.2K | Hold |
600
| – | – | ﹤0.01% | 880 |
|
|
2023
Q2 | $14.3K | Hold |
600
| – | – | ﹤0.01% | 871 |
|
|
2023
Q1 | $15.1K | Hold |
600
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $14K | Hold |
600
| – | – | ﹤0.01% | 781 |
|
|
2022
Q3 | $14.8K | Hold |
600
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $15.1K | Hold |
600
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $15.9K | Buy |
+600
| New | +$15.9K | ﹤0.01% | 760 |
|