RegentAtlantic Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $14.3M | Sell |
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|
2021
Q3 | $14.4M | Sell |
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|
2021
Q2 | $14.6M | Sell |
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|
2021
Q1 | $13.9M | Sell |
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|
2020
Q4 | $12.4M | Buy |
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|
2020
Q3 | $8.64M | Buy |
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|
2020
Q2 | $8.4M | Buy |
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|
2020
Q1 | $5.84M | Buy |
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|
2019
Q4 | $8.64M | Buy |
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|
2019
Q3 | $6.93M | Buy |
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|
2019
Q2 | $6.83M | Buy |
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|
2019
Q1 | $6.29M | Buy |
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|
2018
Q4 | $5.86M | Sell |
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|
2018
Q3 | $7.21M | Buy |
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|
2018
Q2 | $6.74M | Buy |
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|
2018
Q1 | $6.89M | Buy |
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|
2017
Q4 | $6.28M | Buy |
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|
2017
Q3 | $5.24M | Buy |
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|
2017
Q2 | $4.73M | Buy |
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|
2017
Q1 | $3.71M | Buy |
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|
2016
Q4 | $2.09M | Buy |
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|
2016
Q3 | $1.53M | Sell |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | $1.24M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $277K | Hold |
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|
2015
Q1 | $255K | Buy |
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|
2014
Q4 | $230K | Buy |
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