CAM
Cidel Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Sell |
6,961
-276
| -4% | -$38.9K | 0.06% | 126 |
|
|
2025
Q1 | $844K | Sell |
7,237
-591
| -8% | -$69K | 0.06% | 134 |
|
|
2024
Q4 | $984K | Sell |
7,828
-327
| -4% | -$41.1K | 0.07% | 115 |
|
|
2024
Q3 | $850K | Buy |
8,155
+125
| +2% | +$13K | 0.06% | 133 |
|
|
2024
Q2 | $780K | Buy |
8,030
+170
| +2% | +$16.5K | 0.06% | 130 |
|
|
2024
Q1 | $740K | Buy |
7,860
+603
| +8% | +$56.8K | 0.06% | 143 |
|
|
2023
Q4 | $677K | Buy |
+7,257
| New | +$677K | 0.03% | 154 |
|