CWM
C2C Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,005
| Closed | -$469K | – | 101 |
|
|
2023
Q4 | $469K | Sell |
5,005
-116
| -2% | -$10.9K | 0.4% | 57 |
|
|
2023
Q3 | $410K | Hold |
5,121
| – | – | 0.06% | 168 |
|
|
2023
Q2 | $444K | Hold |
5,121
| – | – | 0.06% | 166 |
|
|
2023
Q1 | $438K | Buy |
+5,121
| New | +$438K | 0.07% | 159 |
|