NAAA
New Age Alpha Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
34,346
-5,654
| -14% | -$796K | 0.21% | 129 |
|
|
2025
Q1 | $4.67M | Buy |
+40,000
| New | +$4.67M | 0.21% | 138 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 169 |
|
|
2024
Q2 | – | Sell |
-25,000
| Closed | -$2.35M | – | 84 |
|
|
2024
Q1 | $2.35M | Hold |
25,000
| – | – | 1.39% | 18 |
|
|
2023
Q4 | $2.33M | Buy |
+25,000
| New | +$2.33M | 1.74% | 16 |
|