CMP
Coston McIsaac & Partners’s Morgan Stanley MS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-77
| Closed | -$9K | – | 805 |
|
2024
Q4 | $9K | Hold |
77
| – | – | ﹤0.01% | 498 |
|
2024
Q3 | $8 | Hold |
77
| – | – | ﹤0.01% | 536 |
|
2024
Q2 | $7K | Hold |
77
| – | – | ﹤0.01% | 520 |
|
2024
Q1 | $7K | Hold |
77
| – | – | ﹤0.01% | 533 |
|
2023
Q4 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 522 |
|