TD Ameritrade 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q4 | $896K | Sell |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $804K | Sell |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $619K | Sell |
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|
2020
Q3 | $532K | Sell |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $132K | Buy |
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|
2019
Q3 | $110K | Buy |
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|
2019
Q2 | $59K | Buy |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | $20K | Buy |
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|
2018
Q2 | $11K | Buy |
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