RCIM
Red Cedar Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,290
| Closed | -$840K | – | 76 |
|
|
2023
Q3 | $840K | Buy |
10,290
+89
| +0.9% | +$7.27K | 0.13% | 65 |
|
|
2023
Q2 | $871K | Sell |
10,201
-6,538
| -39% | -$558K | 0.13% | 78 |
|
|
2023
Q1 | $1.47M | Buy |
16,739
+5,503
| +49% | +$483K | 0.23% | 59 |
|
|
2022
Q4 | $955K | Buy |
11,236
+756
| +7% | +$64.3K | 0.15% | 56 |
|
|
2022
Q3 | $828K | Hold |
10,480
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $797K | Sell |
10,480
-4,636
| -31% | -$353K | 0.13% | 59 |
|
|
2022
Q1 | $1.32M | Buy |
15,116
+7,615
| +102% | +$665K | 0.18% | 48 |
|
|
2021
Q4 | $736K | Hold |
7,501
| – | – | 0.09% | 80 |
|
|
2021
Q3 | $730K | Buy |
+7,501
| New | +$730K | 0.1% | 78 |
|