FFA
Freedman Financial Associates’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,714
| Closed | -$1.11M | – | 286 |
|
|
2022
Q1 | $1.11M | Hold |
12,714
| – | – | 0.76% | 21 |
|
|
2021
Q4 | $1.25M | Sell |
12,714
-256
| -2% | -$25.1K | 0.85% | 17 |
|
|
2021
Q3 | $1.26M | Hold |
12,970
| – | – | 0.92% | 16 |
|
|
2021
Q2 | $1.19M | Buy |
12,970
+12,470
| +2,494% | +$1.14M | 0.9% | 18 |
|
|
2021
Q1 | $39K | Sell |
500
-78
| -13% | -$6.08K | 0.03% | 225 |
|
|
2020
Q4 | $40K | Buy |
+578
| New | +$40K | 0.04% | 209 |
|