RWA
Redhawk Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,891
| Closed | -$378K | – | 329 |
|
|
2024
Q2 | $378K | Sell |
3,891
-1,830
| -32% | -$178K | 0.06% | 212 |
|
|
2024
Q1 | $539K | Buy |
5,721
+1,025
| +22% | +$96.5K | 0.09% | 188 |
|
|
2023
Q4 | $438K | Sell |
4,696
-125
| -3% | -$11.7K | 0.09% | 187 |
|
|
2023
Q3 | $394K | Buy |
4,821
+38
| +0.8% | +$3.1K | 0.13% | 137 |
|
|
2023
Q2 | $408K | Buy |
4,783
+200
| +4% | +$17.1K | 0.12% | 130 |
|
|
2023
Q1 | $402K | Sell |
4,583
-1,260
| -22% | -$111K | 0.14% | 126 |
|
|
2022
Q4 | $497K | Buy |
5,843
+1,970
| +51% | +$167K | 0.19% | 112 |
|
|
2022
Q3 | $306K | Buy |
3,873
+120
| +3% | +$9.48K | 0.13% | 127 |
|
|
2022
Q2 | $285K | Buy |
3,753
+15
| +0.4% | +$1.14K | 0.13% | 133 |
|
|
2022
Q1 | $327K | Sell |
3,738
-475
| -11% | -$41.6K | 0.09% | 152 |
|
|
2021
Q4 | $414K | Buy |
4,213
+290
| +7% | +$28.5K | 0.11% | 133 |
|
|
2021
Q3 | $382K | Buy |
3,923
+100
| +3% | +$9.74K | 0.11% | 134 |
|
|
2021
Q2 | $351K | Buy |
3,823
+85
| +2% | +$7.8K | 0.08% | 175 |
|
|
2021
Q1 | $290K | Hold |
3,738
| – | – | 0.07% | 178 |
|
|
2020
Q4 | $256K | Buy |
+3,738
| New | +$256K | 0.07% | 195 |
|
|
2019
Q3 | – | Sell |
-4,188
| Closed | -$183K | – | 325 |
|
|
2019
Q2 | $183K | Buy |
+4,188
| New | +$183K | 0.07% | 144 |
|
|
2018
Q4 | – | Sell |
-5,088
| Closed | -$237K | – | 130 |
|
|
2018
Q3 | $237K | Buy |
+5,088
| New | +$237K | 0.13% | 117 |
|