BDO Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | $97.1K | Hold |
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|
2022
Q4 | $94K | Buy |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $17K | Buy |
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