CPWM LLC’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
Q3 | $349K | Sell |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $373K | Hold |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $213K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | $253K | Buy |
|