Cedar Brook Financial Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,075
| Closed | -$290K | – | 266 |
|
|
2024
Q1 | $290K | Sell |
3,075
-412
| -12% | -$38.8K | 0.06% | 323 |
|
|
2023
Q4 | $316K | Buy |
3,487
+98
| +3% | +$8.87K | 0.07% | 281 |
|
|
2023
Q3 | $277K | Sell |
3,389
-343
| -9% | -$28K | 0.07% | 276 |
|
|
2023
Q2 | $319K | Buy |
3,732
+186
| +5% | +$15.9K | 0.08% | 273 |
|
|
2023
Q1 | $311K | Sell |
3,546
-497
| -12% | -$43.6K | 0.08% | 264 |
|
|
2022
Q4 | $344K | Buy |
4,043
+979
| +32% | +$83.2K | 0.1% | 236 |
|
|
2022
Q3 | $242K | Buy |
3,064
+228
| +8% | +$18K | 0.08% | 283 |
|
|
2022
Q2 | $216K | Sell |
2,836
-630
| -18% | -$48K | 0.07% | 307 |
|
|
2022
Q1 | $303K | Buy |
3,466
+551
| +19% | +$48.2K | 0.08% | 281 |
|
|
2021
Q4 | $286K | Buy |
2,915
+152
| +6% | +$14.9K | 0.07% | 295 |
|
|
2021
Q3 | $269K | Sell |
2,763
-616
| -18% | -$60K | 0.08% | 269 |
|
|
2021
Q2 | $310K | Buy |
3,379
+410
| +14% | +$37.6K | 0.09% | 263 |
|
|
2021
Q1 | $231K | Sell |
2,969
-88
| -3% | -$6.85K | 0.08% | 283 |
|
|
2020
Q4 | $209K | Buy |
+3,057
| New | +$209K | 0.07% | 296 |
|