OWA
Outlook Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,964
| Closed | -$762K | – | 192 |
|
|
2022
Q4 | $762K | Buy |
8,964
+13
| +0.1% | +$1.11K | 0.36% | 68 |
|
|
2022
Q3 | $708K | Sell |
8,951
-95
| -1% | -$7.51K | 0.32% | 73 |
|
|
2022
Q2 | $688K | Buy |
9,046
+65
| +0.7% | +$4.94K | 0.28% | 94 |
|
|
2022
Q1 | $785K | Sell |
8,981
-62
| -0.7% | -$5.42K | 0.26% | 97 |
|
|
2021
Q4 | $888K | Buy |
9,043
+73
| +0.8% | +$7.17K | 0.26% | 90 |
|
|
2021
Q3 | $873K | Buy |
8,970
+37
| +0.4% | +$3.6K | 0.29% | 89 |
|
|
2021
Q2 | $819K | Buy |
8,933
+626
| +8% | +$57.4K | 0.26% | 92 |
|
|
2021
Q1 | $645K | Sell |
8,307
-1,780
| -18% | -$138K | 0.22% | 112 |
|
|
2020
Q4 | $691K | Buy |
10,087
+279
| +3% | +$19.1K | 0.25% | 98 |
|
|
2020
Q3 | $474K | Buy |
9,808
+540
| +6% | +$26.1K | 0.19% | 119 |
|
|
2020
Q2 | $448K | Buy |
9,268
+516
| +6% | +$24.9K | 0.19% | 111 |
|
|
2020
Q1 | $298K | Buy |
8,752
+323
| +4% | +$11K | 0.17% | 122 |
|
|
2019
Q4 | $431K | Buy |
8,429
+663
| +9% | +$33.9K | 0.24% | 75 |
|
|
2019
Q3 | $331K | Buy |
7,766
+240
| +3% | +$10.2K | 0.2% | 118 |
|
|
2019
Q2 | $330K | Buy |
7,526
+537
| +8% | +$23.5K | 0.22% | 119 |
|
|
2019
Q1 | $295K | Buy |
6,989
+5,843
| +510% | +$247K | 0.24% | 113 |
|
|
2018
Q4 | $454K | Buy |
+1,146
| New | +$454K | 0.21% | 120 |
|