OAM
Optimal Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.62M | Buy |
16,660
+20
| +0.1% | +$1.95K | 0.2% | 168 |
|
|
2021
Q2 | $1.53M | Hold |
16,640
| – | – | 0.18% | 191 |
|
|
2021
Q1 | $1.29M | Buy |
16,640
+10,092
| +154% | +$784K | 0.17% | 204 |
|
|
2020
Q4 | $449K | Buy |
6,548
+9
| +0.1% | +$617 | 0.06% | 354 |
|
|
2020
Q3 | $316K | Buy |
+6,539
| New | +$316K | 0.05% | 377 |
|