Swarthmore Group’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$349K Sell
2022
Q1
$6.55M Sell
2021
Q4
$7.44M Sell
2021
Q3
$10.7M Hold
2021
Q2
$10.7M Sell
2021
Q1
$11.2M Buy
2020
Q4
$788K Buy