CFN
Cordasco Financial Network’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $206K | Hold |
2,702
| – | – | 0.15% | 87 |
|
|
2022
Q1 | $236K | Hold |
2,702
| – | – | 0.15% | 80 |
|
|
2021
Q4 | $265K | Hold |
2,702
| – | – | 0.17% | 74 |
|
|
2021
Q3 | $263K | Hold |
2,702
| – | – | 0.18% | 69 |
|
|
2021
Q2 | $248K | Sell |
2,702
-1,776
| -40% | -$163K | 0.17% | 73 |
|
|
2021
Q1 | $348K | Buy |
4,478
+70
| +2% | +$5.44K | 0.25% | 55 |
|
|
2020
Q4 | $302K | Buy |
4,408
+40
| +0.9% | +$2.74K | 0.24% | 57 |
|
|
2020
Q3 | $211K | Buy |
4,368
+297
| +7% | +$14.3K | 0.18% | 70 |
|
|
2020
Q2 | $197K | Buy |
4,071
+4,024
| +8,562% | +$195K | 0.18% | 71 |
|
|
2020
Q1 | $2K | Sell |
47
-96
| -67% | -$4.09K | ﹤0.01% | 411 |
|
|
2019
Q4 | $7K | Sell |
143
-304
| -68% | -$14.9K | 0.01% | 316 |
|
|
2019
Q3 | $19K | Hold |
447
| – | – | 0.02% | 216 |
|
|
2019
Q2 | $20K | Hold |
447
| – | – | 0.02% | 213 |
|
|
2019
Q1 | $19K | Hold |
447
| – | – | 0.02% | 238 |
|
|
2018
Q4 | $18K | Hold |
447
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $21K | Hold |
447
| – | – | 0.02% | 192 |
|
|
2018
Q2 | $21K | Hold |
447
| – | – | 0.02% | 200 |
|
|
2018
Q1 | $24K | Buy |
447
+400
| +851% | +$21.5K | 0.03% | 167 |
|
|
2017
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 233 |
|
|
2017
Q3 | $2K | Sell |
47
-1,000
| -96% | -$42.6K | ﹤0.01% | 224 |
|
|
2017
Q2 | $47K | Buy |
1,047
+1,000
| +2,128% | +$44.9K | 0.05% | 112 |
|
|
2017
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 241 |
|