Simplicity Solutions’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $4.2M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $764K | Buy |
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|
2022
Q1 | $671K | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $469K | Buy |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $646K | Buy |
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|
2019
Q4 | $793K | Buy |
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|
2019
Q3 | $417K | Sell |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $399K | Buy |
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|
2018
Q4 | $346K | Buy |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $225K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $415K | Buy |
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