First National Bank of South Miami’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $92K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $48K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $42K | Buy |
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