Ironwood Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-128
| Closed | -$12K | – | 382 |
|
|
2021
Q3 | $12K | Hold |
128
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $12K | Hold |
128
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $10K | Hold |
128
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 328 |
|
|
2020
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $6K | Buy |
128
+1
| +0.8% | +$47 | ﹤0.01% | 295 |
|
|
2020
Q1 | $4K | Sell |
127
-1
| -0.8% | -$31 | ﹤0.01% | 290 |
|
|
2019
Q4 | $7K | Buy |
128
+1
| +0.8% | +$55 | ﹤0.01% | 293 |
|
|
2019
Q3 | $5K | Hold |
127
| – | – | ﹤0.01% | 313 |
|
|
2019
Q2 | $6K | Sell |
127
-1
| -0.8% | -$47 | ﹤0.01% | 310 |
|
|
2019
Q1 | $5K | Hold |
128
| – | – | ﹤0.01% | 312 |
|
|
2018
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $6K | Hold |
128
| – | – | ﹤0.01% | 227 |
|
|
2018
Q1 | $7K | Hold |
128
| – | – | 0.01% | 186 |
|
|
2017
Q4 | $7K | Hold |
128
| – | – | ﹤0.01% | 194 |
|
|
2017
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 205 |
|
|
2017
Q2 | $6K | Hold |
128
| – | – | ﹤0.01% | 202 |
|
|
2017
Q1 | $5K | Hold |
128
| – | – | ﹤0.01% | 207 |
|
|
2016
Q4 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 207 |
|
|
2015
Q1 | – | Sell |
-11
| Closed | – | – | 398 |
|
|
2014
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 365 |
|