SignalPoint Asset Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$257K Sell
2024
Q3
$214K Buy
2024
Q2
Sell
2024
Q1
$202K Hold
2023
Q4
$200K Buy
2022
Q1
Sell
2021
Q4
$204K Hold
2021
Q3
$202K Buy