Next Financial Group’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 | $303K | Buy |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $104K | Buy |
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|
2019
Q1 | $62K | Sell |
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|
2018
Q4 | $113K | Sell |
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|
2018
Q3 | $167K | Sell |
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|
2018
Q2 | $221K | Sell |
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|
2018
Q1 | $350K | Sell |
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|
2017
Q4 | $369K | Sell |
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|
2017
Q3 | $493K | Buy |
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|
2017
Q2 | $423K | Sell |
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|
2017
Q1 | $421K | Sell |
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|
2016
Q4 | $633K | Sell |
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|
2016
Q3 | $502K | Buy |
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|
2016
Q2 | $325K | Buy |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $318K | Sell |
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|
2015
Q3 | $333K | Sell |
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|
2015
Q2 | $467K | Sell |
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|
2015
Q1 | $437K | Buy |
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|
2014
Q4 | $474K | Sell |
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|
2014
Q3 | $494K | Buy |
|