SWM
Selective Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-978
| Closed | -$77K | – | 493 |
|
|
2022
Q3 | $77K | Hold |
978
| – | – | 0.03% | 242 |
|
|
2022
Q2 | $74K | Sell |
978
-300
| -23% | -$22.7K | 0.03% | 263 |
|
|
2022
Q1 | $112K | Hold |
1,278
| – | – | 0.04% | 194 |
|
|
2021
Q4 | $125K | Sell |
1,278
-950
| -43% | -$92.9K | 0.05% | 173 |
|
|
2021
Q3 | $217K | Buy |
2,228
+1,928
| +643% | +$188K | 0.12% | 101 |
|
|
2021
Q2 | $28K | Buy |
+300
| New | +$28K | 0.02% | 249 |
|