Colony Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $659K | Buy |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $865K | Buy |
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|
2021
Q4 | $783K | Sell |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $356K | Buy |
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|
2019
Q3 | $293K | Buy |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $237K | Sell |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $328K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2K | Sell |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Buy |
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