CQS
Credential Qtrade Securities’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $124K | Hold |
1,316
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $123K | Hold |
1,316
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $107K | Hold |
1,316
| – | – | 0.01% | 230 |
|
|
2023
Q2 | $112K | Sell |
1,316
-579
| -31% | -$49.4K | 0.01% | 237 |
|
|
2023
Q1 | $166K | Sell |
1,895
-25
| -1% | -$2.2K | 0.01% | 233 |
|
|
2022
Q4 | $163K | Sell |
1,920
-148
| -7% | -$12.6K | 0.01% | 243 |
|
|
2022
Q3 | $163K | Hold |
2,068
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $157K | Sell |
2,068
-438
| -17% | -$33.3K | 0.01% | 237 |
|
|
2022
Q1 | $219K | Sell |
2,506
-28
| -1% | -$2.45K | 0.01% | 241 |
|
|
2021
Q4 | $249K | Buy |
2,534
+21
| +0.8% | +$2.06K | 0.02% | 234 |
|
|
2021
Q3 | $245K | Sell |
2,513
-419
| -14% | -$40.8K | 0.02% | 228 |
|
|
2021
Q2 | $269K | Sell |
2,932
-84
| -3% | -$7.7K | 0.02% | 220 |
|
|
2021
Q1 | $234K | Buy |
3,016
+2,516
| +503% | +$195K | 0.02% | 215 |
|
|
2020
Q4 | $34.3K | Buy |
+500
| New | +$34.3K | ﹤0.01% | 248 |
|
|
2018
Q4 | – | Sell |
-764
| Closed | -$35.6K | – | 282 |
|
|
2018
Q3 | $35.6K | Buy |
+764
| New | +$35.6K | 0.01% | 247 |
|