PS
Planned Solutions’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,295
| Closed | -$135K | – | 432 |
|
|
2024
Q3 | $135K | Buy |
+1,295
| New | +$135K | 0.05% | 159 |
|
|
2024
Q2 | – | Sell |
-2,530
| Closed | -$238K | – | 106 |
|
|
2024
Q1 | $238K | Hold |
2,530
| – | – | 0.12% | 78 |
|
|
2023
Q4 | $236K | Hold |
2,530
| – | – | 0.11% | 72 |
|
|
2023
Q3 | $207K | Sell |
2,530
-242
| -9% | -$19.8K | 0.12% | 74 |
|
|
2023
Q2 | $237K | Hold |
2,772
| – | – | 0.14% | 66 |
|
|
2023
Q1 | $243K | Buy |
2,772
+40
| +1% | +$3.51K | 0.15% | 65 |
|
|
2022
Q4 | $232K | Hold |
2,732
| – | – | 0.17% | 62 |
|
|
2022
Q3 | $216K | Hold |
2,732
| – | – | 0.18% | 60 |
|
|
2022
Q2 | $208K | Sell |
2,732
-25
| -0.9% | -$1.9K | 0.19% | 59 |
|
|
2022
Q1 | $241K | Sell |
2,757
-50
| -2% | -$4.37K | 0.17% | 63 |
|
|
2021
Q4 | $276K | Buy |
+2,807
| New | +$276K | 0.18% | 61 |
|
|
2021
Q2 | $253K | Hold |
2,757
| – | – | 0.18% | 59 |
|
|
2021
Q1 | $214K | Buy |
2,757
+1,345
| +95% | +$104K | 0.17% | 57 |
|
|
2020
Q4 | $97K | Buy |
1,412
+60
| +4% | +$4.12K | 0.08% | 103 |
|
|
2020
Q3 | $65K | Buy |
+1,352
| New | +$65K | 0.06% | 117 |
|