Carroll Financial Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $54K | Sell |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $64K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $14K | Sell |
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|
2018
Q4 | $41K | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $63K | Buy |
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|
2018
Q1 | $63K | Buy |
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|
2017
Q4 | $61K | Sell |
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|
2017
Q3 | $64K | Buy |
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|
2017
Q2 | $47K | Sell |
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|
2017
Q1 | $47K | Buy |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $35K | Sell |
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|
2016
Q2 | $28K | Sell |
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|
2016
Q1 | $27K | Buy |
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|
2015
Q4 | $31K | Buy |
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|
2015
Q3 | $27K | Buy |
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|
2015
Q2 | $33K | Buy |
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|
2015
Q1 | $29K | Buy |
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|
2014
Q4 | $21K | Sell |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $20K | Buy |
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|
2014
Q1 | $19K | Buy |
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|
2013
Q4 | $12K | Buy |
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|
2013
Q3 | $11K | Hold |
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|
2013
Q2 | $10K | Buy |
|