Optimal Asset Management’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
Q3
$1.62M Buy
2021
Q2
$1.53M Hold
2021
Q1
$1.29M Buy
2020
Q4
$449K Buy
2020
Q3
$316K Buy