OWM
OneAscent Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,083
| Closed | -$311K | – | 176 |
|
|
2022
Q2 | $311K | Sell |
4,083
-894
| -18% | -$68.1K | 0.16% | 110 |
|
|
2022
Q1 | $435K | Buy |
+4,977
| New | +$435K | 0.22% | 94 |
|
|
2021
Q1 | $753K | Sell |
9,695
-174
| -2% | -$13.5K | 0.32% | 67 |
|
|
2020
Q4 | $676K | Buy |
+9,869
| New | +$676K | 0.31% | 75 |
|