TFO Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$1.13K | – | 499 |
|
|
2024
Q1 | $1.13K | Hold |
12
| – | – | ﹤0.01% | 146 |
|
|
2023
Q4 | $1.12K | Sell |
12
-2
| -14% | -$187 | ﹤0.01% | 182 |
|
|
2023
Q3 | $1.2K | Buy |
14
+2
| +17% | +$171 | ﹤0.01% | 254 |
|
|
2023
Q2 | $1.03K | Hold |
12
| – | – | ﹤0.01% | 205 |
|
|
2023
Q1 | $1.05K | Buy |
12
+11
| +1,100% | +$966 | ﹤0.01% | 167 |
|
|
2022
Q4 | $88 | Buy |
+1
| New | +$88 | ﹤0.01% | 797 |
|
|
2022
Q3 | – | Sell |
-113
| Closed | -$9K | – | 356 |
|
|
2022
Q2 | $9K | Buy |
+113
| New | +$9K | ﹤0.01% | 142 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$25K | – | 157 |
|
|
2019
Q4 | $25K | Buy |
+500
| New | +$25K | 0.02% | 86 |
|