MinichMacGregor Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-112
| Closed | -$9.52K | – | 428 |
|
|
2022
Q4 | $9.52K | Buy |
+112
| New | +$9.52K | ﹤0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-490
| Closed | -$22K | – | 343 |
|
|
2018
Q3 | $22K | Hold |
490
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $23K | Hold |
490
| – | – | 0.02% | 195 |
|
|
2018
Q1 | $26K | Buy |
490
+290
| +145% | +$15.4K | 0.02% | 181 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 303 |
|
|
2017
Q1 | – | Sell |
-39
| Closed | -$1K | – | 490 |
|
|
2016
Q4 | $1K | Buy |
39
+7
| +22% | +$179 | ﹤0.01% | 426 |
|
|
2016
Q3 | $1K | Sell |
32
-24
| -43% | -$750 | ﹤0.01% | 424 |
|
|
2016
Q2 | $1K | Buy |
56
+13
| +30% | +$232 | ﹤0.01% | 404 |
|
|
2016
Q1 | $1K | Buy |
43
+18
| +72% | +$419 | ﹤0.01% | 389 |
|
|
2015
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 395 |
|