CSat Investment Advisory’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $422K | Sell |
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|
2020
Q1 | $528K | Buy |
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|
2019
Q4 | $663K | Buy |
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|
2019
Q3 | $464K | Buy |
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|
2019
Q2 | $379K | Buy |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | $110K | Buy |
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|
2018
Q3 | $112K | Buy |
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|
2018
Q2 | $102K | Buy |
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