Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q4 | $69K | Sell |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $54K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.41K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Buy |
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