FTIS
First Trust Investment Solutions’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $390K | Sell |
3,740
-186
| -5% | -$19.4K | 0.04% | 205 |
|
|
2024
Q2 | $382K | Buy |
3,926
+1,188
| +43% | +$115K | 0.05% | 190 |
|
|
2024
Q1 | $258K | Buy |
2,738
+106
| +4% | +$9.98K | 0.05% | 212 |
|
|
2023
Q4 | $245K | Buy |
+2,632
| New | +$245K | 0.05% | 203 |
|