Kiwi Wealth Investments Limited Partnership’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
Q3 | – | Sell |
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|
2023
Q2 | $15.5M | Hold |
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|
2023
Q1 | $15.9M | Buy |
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|
2022
Q4 | $13.3M | Sell |
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|
2022
Q3 | $15.1M | Hold |
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|
2022
Q2 | $15.1M | Buy |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $11.3M | Sell |
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|
2021
Q3 | $13.4M | Sell |
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|
2021
Q2 | $14.7M | Buy |
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|
2021
Q1 | $10.1M | Sell |
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|
2020
Q4 | $17.3M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.95M | Sell |
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|
2020
Q1 | $3M | Buy |
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|
2019
Q4 | $3.58M | Sell |
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|
2019
Q3 | $4.66M | Sell |
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|
2019
Q2 | $5.13M | Buy |
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|
2019
Q1 | $4.72M | Sell |
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|
2018
Q4 | $4.5M | Sell |
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|
2018
Q3 | $4.91M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $696K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3.71M | Buy |
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|
2015
Q4 | $3.9M | Buy |
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|
2015
Q3 | $3.65M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $13.5M | Buy |
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