Heron Financial Group’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 | $2.17M | Buy |
|
|||||
|
2023
Q1 | $2.23M | Sell |
|
|||||
|
2022
Q4 | $2.29M | Sell |
|
|||||
|
2022
Q3 | $2.11M | Buy |
|
|||||
|
2022
Q2 | $2.01M | Buy |
|
|||||
|
2022
Q1 | $2.28M | Sell |
|
|||||
|
2021
Q4 | $2.79M | Sell |
|
|||||
|
2021
Q3 | $2.75M | Buy |
|
|||||
|
2021
Q2 | $2.55M | Sell |
|
|||||
|
2021
Q1 | $2.23M | Buy |
|
|||||
|
2020
Q4 | $2.06M | Sell |
|
|||||
|
2020
Q3 | $1.36M | Buy |
|
|||||
|
2020
Q2 | $1.3M | Buy |
|
|||||
|
2020
Q1 | $1.03M | Buy |
|
|||||
|
2019
Q4 | $1.45M | Buy |
|