First Trust Direct Indexing’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.18M | Buy |
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|
2024
Q2 | $4.17M | Buy |
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|
2024
Q1 | $3M | Buy |
|
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|
2023
Q4 | $2.59M | Buy |
|
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $2.06M | Buy |
|
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.45M | Buy |
|
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|
2022
Q2 | $1.38M | Sell |
|
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|
2022
Q1 | $2.56M | Buy |
|
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.56M | Buy |
|
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.17M | Buy |
|