Highland Private Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $511K | Sell |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $270K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $466K | Buy |
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