Mosaic Family Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $525K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $135K | Sell |
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|
2018
Q2 | $162K | Buy |
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|
2018
Q1 | $178K | Buy |
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|
2017
Q4 | $162K | Sell |
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|
2017
Q3 | $688K | Buy |
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|
2017
Q2 | $451K | Buy |
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|
2017
Q1 | $391K | Buy |
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|
2016
Q4 | $284K | Sell |
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|
2016
Q3 | $385K | Sell |
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|
2016
Q2 | $328K | Buy |
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|
2016
Q1 | $122K | Buy |
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|
2015
Q4 | $140K | Buy |
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