TAIM
TD Ameritrade Investment Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,994
| Closed | -$256K | – | 306 |
|
|
2023
Q2 | $256K | Sell |
2,994
-445
| -13% | -$38K | ﹤0.01% | 150 |
|
|
2023
Q1 | $302K | Sell |
3,439
-791
| -19% | -$69.5K | ﹤0.01% | 146 |
|
|
2022
Q4 | $360K | Sell |
4,230
-1,778
| -30% | -$151K | ﹤0.01% | 155 |
|
|
2022
Q3 | $475K | Sell |
6,008
-1,529
| -20% | -$121K | ﹤0.01% | 143 |
|
|
2022
Q2 | $573K | Sell |
7,537
-2,727
| -27% | -$207K | 0.01% | 146 |
|
|
2022
Q1 | $897K | Buy |
10,264
+1,131
| +12% | +$98.8K | 0.01% | 143 |
|
|
2021
Q4 | $896K | Sell |
9,133
-1,864
| -17% | -$183K | 0.01% | 137 |
|
|
2021
Q3 | $532K | Buy |
10,997
+2,230
| +25% | +$108K | ﹤0.01% | 151 |
|
|
2021
Q2 | $804K | Sell |
8,767
-269
| -3% | -$24.7K | 0.01% | 133 |
|
|
2021
Q1 | $619K | Hold |
9,036
| – | – | ﹤0.01% | 137 |
|
|
2020
Q4 | $619K | Sell |
9,036
-1,961
| -18% | -$134K | ﹤0.01% | 137 |
|
|
2020
Q3 | $532K | Sell |
10,997
-770
| -7% | -$37.3K | ﹤0.01% | 151 |
|
|
2020
Q2 | $568K | Buy |
11,767
+8,555
| +266% | +$413K | ﹤0.01% | 151 |
|
|
2020
Q1 | $109K | Buy |
3,212
+631
| +24% | +$21.4K | ﹤0.01% | 231 |
|
|
2019
Q4 | $132K | Buy |
2,581
+9
| +0.3% | +$460 | ﹤0.01% | 225 |
|
|
2019
Q3 | $110K | Buy |
2,572
+1,231
| +92% | +$52.6K | ﹤0.01% | 206 |
|
|
2019
Q2 | $59K | Buy |
1,341
+703
| +110% | +$30.9K | ﹤0.01% | 243 |
|
|
2019
Q1 | $27K | Buy |
638
+144
| +29% | +$6.09K | ﹤0.01% | 294 |
|
|
2018
Q4 | $20K | Buy |
494
+73
| +17% | +$2.96K | ﹤0.01% | 304 |
|
|
2018
Q3 | $20K | Buy |
421
+186
| +79% | +$8.84K | ﹤0.01% | 282 |
|
|
2018
Q2 | $11K | Buy |
+235
| New | +$11K | ﹤0.01% | 230 |
|