EWM
Edge Wealth Management’s MORGAN STANLEY SERIES F MS.PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,600
| Closed | -$261K | – | 426 |
|
|
2020
Q3 | $261K | Hold |
9,600
| – | – | 0.06% | 94 |
|
|
2020
Q2 | $255K | Hold |
9,600
| – | – | 0.05% | 124 |
|
|
2020
Q1 | $246K | Hold |
9,600
| – | – | 0.05% | 126 |
|
|
2019
Q4 | $272K | Hold |
9,600
| – | – | 0.05% | 129 |
|
|
2019
Q3 | $268K | Hold |
9,600
| – | – | 0.06% | 120 |
|
|
2019
Q2 | $264K | Hold |
9,600
| – | – | 0.06% | 124 |
|
|
2019
Q1 | $266K | Hold |
9,600
| – | – | 0.07% | 117 |
|
|
2018
Q4 | $249K | Buy |
+9,600
| New | +$249K | 0.07% | 121 |
|