REDW Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,433
| Closed | -$214K | – | 147 |
|
|
2023
Q1 | $214K | Hold |
2,433
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $207K | Buy |
+2,433
| New | +$207K | 0.07% | 128 |
|
|
2022
Q2 | – | Sell |
-2,433
| Closed | -$213K | – | 128 |
|
|
2022
Q1 | $213K | Hold |
2,433
| – | – | 0.06% | 114 |
|
|
2021
Q4 | $239K | Hold |
2,433
| – | – | 0.07% | 108 |
|
|
2021
Q3 | $237K | Hold |
2,433
| – | – | 0.08% | 102 |
|
|
2021
Q2 | $223K | Buy |
+2,433
| New | +$223K | 0.07% | 110 |
|