PRWA
Platte River Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,655
| Closed | -$248K | – | 95 |
|
|
2023
Q4 | $248K | Sell |
2,655
-1,340
| -34% | -$125K | 0.08% | 88 |
|
|
2023
Q3 | $326K | Buy |
3,995
+132
| +3% | +$10.8K | 0.12% | 77 |
|
|
2023
Q2 | $330K | Hold |
3,863
| – | – | 0.12% | 76 |
|
|
2023
Q1 | $339K | Sell |
3,863
-67
| -2% | -$5.88K | 0.13% | 72 |
|
|
2022
Q4 | $334K | Hold |
3,930
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $311K | Hold |
3,930
| – | – | 0.14% | 71 |
|
|
2022
Q2 | $299K | Sell |
3,930
-2,950
| -43% | -$224K | 0.13% | 72 |
|
|
2022
Q1 | $601K | Sell |
6,880
-530
| -7% | -$46.3K | 0.22% | 58 |
|
|
2021
Q4 | $785K | Buy |
7,410
+1,010
| +16% | +$107K | 0.27% | 57 |
|
|
2021
Q3 | $623K | Buy |
6,400
+395
| +7% | +$38.5K | 0.23% | 59 |
|
|
2021
Q2 | $551K | Buy |
6,005
+2,180
| +57% | +$200K | 0.21% | 65 |
|
|
2021
Q1 | $307K | Buy |
+3,825
| New | +$307K | 0.13% | 75 |
|
|
2019
Q4 | $662K | Buy |
+12,665
| New | +$662K | 0.35% | 86 |
|