Point View Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $567K | Buy |
8,277
+3,631
| +78% | +$249K | 0.23% | 142 |
|
|
2020
Q3 | $225K | Buy |
4,646
+239
| +5% | +$11.6K | 0.11% | 226 |
|
|
2020
Q2 | $213K | Buy |
+4,407
| New | +$213K | 0.1% | 226 |
|
|
2020
Q1 | – | Sell |
-4,606
| Closed | -$235K | – | 272 |
|
|
2019
Q4 | $235K | Buy |
+4,606
| New | +$235K | 0.1% | 228 |
|
|
2019
Q3 | – | Sell |
-4,606
| Closed | -$202K | – | 276 |
|
|
2019
Q2 | $202K | Sell |
4,606
-549
| -11% | -$24.1K | 0.09% | 244 |
|
|
2019
Q1 | $218K | Buy |
+5,155
| New | +$218K | 0.1% | 231 |
|