Cordasco Financial Network’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $302K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $197K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $7K | Sell |
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|
2019
Q3 | $19K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $21K | Hold |
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|
2018
Q1 | $24K | Buy |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Sell |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $2K | Buy |
|