FormulaFolio Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $17K | Sell |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $875K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $651K | Buy |
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