CWM
Cedar Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-684
| Closed | -$71.3K | – | 222 |
|
|
2024
Q3 | $71.3K | Hold |
684
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $66.5K | Hold |
684
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $64.4K | Buy |
684
+157
| +30% | +$14.8K | 0.02% | 155 |
|
|
2023
Q4 | $49.1K | Hold |
527
| – | – | 0.02% | 160 |
|
|
2023
Q3 | $43K | Hold |
527
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $45K | Hold |
527
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $46.3K | Sell |
527
-395
| -43% | -$34.7K | 0.02% | 160 |
|
|
2022
Q4 | $78.4K | Hold |
922
| – | – | 0.04% | 122 |
|
|
2022
Q3 | $73K | Hold |
922
| – | – | 0.04% | 138 |
|
|
2022
Q2 | $70K | Hold |
922
| – | – | 0.03% | 151 |
|
|
2022
Q1 | $81K | Hold |
922
| – | – | 0.03% | 152 |
|
|
2021
Q4 | $91K | Hold |
922
| – | – | 0.04% | 150 |
|
|
2021
Q3 | $90K | Hold |
922
| – | – | 0.04% | 135 |
|
|
2021
Q2 | $85K | Hold |
922
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $72K | Buy |
+922
| New | +$72K | 0.04% | 140 |
|