Certified Advisory Corp’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$8K | – | 534 |
|
|
2021
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 623 |
|
|
2019
Q2 | – | Sell |
-120
| Closed | -$5K | – | 823 |
|
|
2019
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 633 |
|
|
2018
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 638 |
|
|
2018
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 612 |
|
|
2018
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 575 |
|
|
2017
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 547 |
|