J.W. Coons Advisors’s Morgan Stanley MS Stock Holding History

J.W. Coons Advisors’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$206K	Buy
2022 Q3	–	Sell
2022 Q2	$480K	Sell
2022 Q1	$603K	Sell
2021 Q4	$1.21M	Buy
2021 Q3	$876K	Buy
2021 Q2	$809K	Sell
2021 Q1	$688K	Buy
2020 Q4	$434K	Buy