Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $71.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $150K | Hold |
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|
2021
Q2 | $142K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $79K | Buy |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $48K | Buy |
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|
2019
Q3 | $36K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $34K | Buy |
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