Fieldpoint Private Securities’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
Q2 | $140K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $159K | Buy |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11K | Buy |
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|
2019
Q3 | $9K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $95K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $105K | Hold |
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|
2017
Q3 | $96K | Hold |
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|
2017
Q2 | $89K | Buy |
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