QPWM
Quadrant Private Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,830
| Closed | -$231K | – | 253 |
|
|
2023
Q3 | $231K | Sell |
2,830
-453
| -14% | -$37K | 0.08% | 191 |
|
|
2023
Q2 | $280K | Buy |
3,283
+76
| +2% | +$6.49K | 0.08% | 194 |
|
|
2023
Q1 | $282K | Sell |
3,207
-4
| -0.1% | -$351 | 0.09% | 192 |
|
|
2022
Q4 | $273K | Buy |
+3,211
| New | +$273K | 0.09% | 192 |
|
|
2022
Q2 | $230K | Buy |
3,019
+40
| +1% | +$3.05K | 0.09% | 178 |
|
|
2022
Q1 | $260K | Buy |
2,979
+781
| +36% | +$68.2K | 0.1% | 171 |
|
|
2021
Q4 | $216K | Buy |
+2,198
| New | +$216K | 0.08% | 184 |
|