EA
Emerald Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,840
| Closed | -$666K | – | 106 |
|
|
2021
Q3 | $666K | Sell |
6,840
-1,930
| -22% | -$188K | 0.19% | 41 |
|
|
2021
Q2 | $804K | Buy |
8,770
+2,073
| +31% | +$190K | 0.25% | 35 |
|
|
2021
Q1 | $520K | Sell |
6,697
-1,777
| -21% | -$138K | 0.19% | 39 |
|
|
2020
Q4 | $581K | Buy |
+8,474
| New | +$581K | 0.2% | 33 |
|