CPA
Clear Perspective Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$5K | – | 330 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 424 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 391 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 389 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 356 |
|