CWA
Canvas Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
2,146
+197
| +10% | +$28.1K | 0.06% | 142 |
|
|
2025
Q1 | $215K | Buy |
1,949
+48
| +3% | +$5.3K | 0.06% | 166 |
|
|
2024
Q4 | $239K | Sell |
1,901
-743
| -28% | -$93.4K | 0.06% | 150 |
|
|
2024
Q3 | $276K | Buy |
2,644
+499
| +23% | +$52K | 0.08% | 137 |
|
|
2024
Q2 | $223K | Buy |
+2,145
| New | +$223K | 0.07% | 136 |
|
|
2022
Q3 | – | Sell |
-2,851
| Closed | -$217K | – | 134 |
|
|
2022
Q2 | $217K | Buy |
+2,851
| New | +$217K | 0.09% | 118 |
|
|
2022
Q1 | – | Sell |
-4,461
| Closed | -$438K | – | 160 |
|
|
2021
Q4 | $438K | Buy |
4,461
+393
| +10% | +$38.6K | 0.16% | 95 |
|
|
2021
Q3 | $396K | Buy |
4,068
+50
| +1% | +$4.87K | 0.16% | 88 |
|
|
2021
Q2 | $368K | Buy |
4,018
+663
| +20% | +$60.7K | 0.17% | 88 |
|
|
2021
Q1 | $269K | Buy |
+3,355
| New | +$269K | 0.16% | 91 |
|