FAFN
First Affirmative Financial Network’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,811
| Closed | -$228K | – | 286 |
|
|
2024
Q4 | $228K | Sell |
1,811
-593
| -25% | -$74.6K | 0.13% | 212 |
|
|
2024
Q3 | $251K | Sell |
2,404
-427
| -15% | -$44.5K | 0.14% | 207 |
|
|
2024
Q2 | $275K | Sell |
2,831
-330
| -10% | -$32.1K | 0.19% | 168 |
|
|
2024
Q1 | $298K | Sell |
3,161
-160
| -5% | -$15.1K | 0.22% | 154 |
|
|
2023
Q4 | $310K | Sell |
3,321
-39
| -1% | -$3.64K | 0.25% | 135 |
|
|
2023
Q3 | $274K | Buy |
3,360
+1,018
| +43% | +$83.2K | 0.27% | 121 |
|
|
2023
Q2 | $200K | Buy |
+2,342
| New | +$200K | 0.2% | 172 |
|
|
2023
Q1 | – | Sell |
-3,058
| Closed | -$260K | – | 170 |
|
|
2022
Q4 | $260K | Buy |
3,058
+272
| +10% | +$23.1K | 0.31% | 101 |
|
|
2022
Q3 | $220K | Buy |
+2,786
| New | +$220K | 0.28% | 113 |
|
|
2022
Q2 | – | Sell |
-2,322
| Closed | -$203K | – | 151 |
|
|
2022
Q1 | $203K | Buy |
2,322
+116
| +5% | +$10.1K | 0.19% | 150 |
|
|
2021
Q4 | $217K | Sell |
2,206
-155
| -7% | -$15.2K | 0.2% | 149 |
|
|
2021
Q3 | $230K | Buy |
+2,361
| New | +$230K | 0.24% | 131 |
|