SAM
SignalPoint Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $257K | Sell |
2,047
-8
| -0.4% | -$1.01K | 0.06% | 217 |
|
|
2024
Q3 | $214K | Buy |
+2,055
| New | +$214K | 0.05% | 253 |
|
|
2024
Q2 | – | Sell |
-2,147
| Closed | -$202K | – | 265 |
|
|
2024
Q1 | $202K | Hold |
2,147
| – | – | 0.06% | 238 |
|
|
2023
Q4 | $200K | Buy |
+2,147
| New | +$200K | 0.06% | 218 |
|
|
2022
Q1 | – | Sell |
-2,079
| Closed | -$204K | – | 241 |
|
|
2021
Q4 | $204K | Hold |
2,079
| – | – | 0.06% | 229 |
|
|
2021
Q3 | $202K | Buy |
+2,079
| New | +$202K | 0.06% | 218 |
|