TA
Tiedemann Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,621
| Closed | -$352K | – | 289 |
|
|
2021
Q3 | $352K | Sell |
3,621
-50
| -1% | -$4.86K | 0.02% | 227 |
|
|
2021
Q2 | $336K | Sell |
3,671
-3,042
| -45% | -$278K | 0.01% | 275 |
|
|
2021
Q1 | $521K | Buy |
+6,713
| New | +$521K | 0.02% | 209 |
|
|
2019
Q2 | – | Sell |
-20,445
| Closed | -$862K | – | 377 |
|
|
2019
Q1 | $862K | Sell |
20,445
-4,945
| -19% | -$208K | 0.04% | 234 |
|
|
2018
Q4 | $1.01M | Buy |
25,390
+12,809
| +102% | +$508K | 0.05% | 209 |
|
|
2018
Q3 | $586K | Sell |
12,581
-1,617
| -11% | -$75.3K | 0.03% | 215 |
|
|
2018
Q2 | $674K | Buy |
14,198
+1,135
| +9% | +$53.9K | 0.04% | 206 |
|
|
2018
Q1 | $705K | Buy |
+13,063
| New | +$705K | 0.05% | 171 |
|
|
2017
Q3 | – | Sell |
-29,311
| Closed | -$1.31M | – | 419 |
|
|
2017
Q2 | $1.31M | Buy |
29,311
+3,983
| +16% | +$177K | 0.09% | 169 |
|
|
2017
Q1 | $1.09M | Buy |
25,328
+12,747
| +101% | +$546K | 0.09% | 177 |
|
|
2016
Q4 | $532K | Hold |
12,581
| – | – | 0.05% | 201 |
|
|
2016
Q3 | $420K | Buy |
+12,581
| New | +$420K | 0.09% | 102 |
|