CWA
Core Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-143
| Closed | -$12.6K | – | 264 |
|
|
2023
Q1 | $12.6K | Hold |
143
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $12.2K | Buy |
143
+109
| +321% | +$9.27K | 0.01% | 147 |
|
|
2022
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 194 |
|
|
2022
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 192 |
|
|
2022
Q1 | – | Sell |
-8,747
| Closed | -$859K | – | 217 |
|
|
2021
Q4 | $859K | Sell |
8,747
-2,633
| -23% | -$259K | 0.51% | 23 |
|
|
2021
Q3 | $1.11M | Sell |
11,380
-3,681
| -24% | -$358K | 0.73% | 16 |
|
|
2021
Q2 | $1.38M | Buy |
+15,061
| New | +$1.38M | 0.92% | 11 |
|