Cassady Schiller Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.42K | Buy |
+59
| New | +$7.42K | ﹤0.01% | 369 |
|
|
2024
Q2 | – | Sell |
-38
| Closed | -$3.58K | – | 482 |
|
|
2024
Q1 | $3.58K | Hold |
38
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $3.54K | Hold |
38
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $3.1K | Buy |
+38
| New | +$3.1K | ﹤0.01% | 395 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$3K | – | 410 |
|
|
2021
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 379 |
|