Cedar Brook Financial Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $277K | Sell |
|
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|
2023
Q2 | $319K | Buy |
|
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|
2023
Q1 | $311K | Sell |
|
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|
2022
Q4 | $344K | Buy |
|
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|
2022
Q3 | $242K | Buy |
|
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $303K | Buy |
|
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|
2021
Q4 | $286K | Buy |
|
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|
2021
Q3 | $269K | Sell |
|
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $209K | Buy |
|