Financial Architects (New Jersey)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-56
| Closed | -$3K | – | 569 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 779 |
|
|
2020
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 786 |
|
|
2019
Q4 | $3K | Sell |
56
-2,500
| -98% | -$118K | ﹤0.01% | 811 |
|
|
2019
Q3 | $109K | Buy |
2,556
+2,365
| +1,238% | +$101K | 0.03% | 318 |
|
|
2019
Q2 | $8K | Sell |
191
-617
| -76% | -$27.5K | ﹤0.01% | 931 |
|
|
2019
Q1 | $34K | Buy |
808
+557
| +222% | +$23.4K | 0.01% | 723 |
|
|
2018
Q4 | $10K | Buy |
251
+68
| +37% | +$2.97K | ﹤0.01% | 996 |
|
|
2018
Q3 | $9K | Sell |
183
-107
| -37% | -$5.22K | ﹤0.01% | 1137 |
|
|
2018
Q2 | $14K | Sell |
290
-588
| -67% | -$30.7K | ﹤0.01% | 906 |
|
|
2018
Q1 | $47K | Sell |
878
-69
| -7% | -$3.82K | 0.01% | 626 |
|
|
2017
Q4 | $50K | Hold |
947
| – | – | 0.01% | 683 |
|
|
2017
Q3 | $46K | Buy |
947
+160
| +20% | +$7.42K | 0.01% | 713 |
|
|
2017
Q2 | $35K | Sell |
787
-195
| -20% | -$8.41K | 0.01% | 791 |
|
|
2017
Q1 | $43K | Buy |
982
+385
| +64% | +$17.1K | 0.01% | 705 |
|
|
2016
Q4 | $25K | Sell |
597
-201
| -25% | -$7.6K | 0.01% | 781 |
|
|
2016
Q3 | $26K | Buy |
798
+49
| +7% | +$1.46K | 0.01% | 770 |
|
|
2016
Q2 | $20K | Buy |
749
+602
| +410% | +$15.7K | 0.01% | 786 |
|
|
2016
Q1 | $4K | Buy |
+147
| New | +$3.75K | ﹤0.01% | 937 |
|
|
2015
Q3 | – | Sell |
-187
| Closed | -$7K | – | 638 |
|
|
2015
Q2 | $7K | Sell |
187
-1,830
| -91% | -$69.6K | ﹤0.01% | 874 |
|
|
2015
Q1 | $54K | Buy |
2,017
+559
| +38% | +$20.1K | 0.02% | 388 |
|
|
2014
Q4 | $42K | Buy |
+1,458
| New | +$51.9K | 0.02% | 370 |
|
|
2013
Q4 | – | Sell |
-325
| Closed | -$8K | – | 401 |
|
|
2013
Q3 | $8K | Buy |
325
+125
| +63% | +$3.35K | 0.01% | 517 |
|
|
2013
Q2 | $5K | Buy |
+200
| New | +$4.74K | ﹤0.01% | 558 |
|
Other funds holding MS
N
