TW
Transform Wealth’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,948
| Closed | -$203K | – | 269 |
|
|
2024
Q3 | $203K | Buy |
+1,948
| New | +$203K | 0.01% | 212 |
|
|
2019
Q3 | – | Sell |
-38,101
| Closed | -$1.67M | – | 231 |
|
|
2019
Q2 | $1.67M | Buy |
38,101
+2,653
| +7% | +$116K | 0.25% | 103 |
|
|
2019
Q1 | $1.5M | Sell |
35,448
-243
| -0.7% | -$10.3K | 0.28% | 102 |
|
|
2018
Q4 | $1.42M | Buy |
35,691
+1,868
| +6% | +$74.1K | 0.29% | 99 |
|
|
2018
Q3 | $1.58M | Buy |
33,823
+2,286
| +7% | +$106K | 0.27% | 100 |
|
|
2018
Q2 | $1.5M | Buy |
31,537
+2,606
| +9% | +$124K | 0.27% | 107 |
|
|
2018
Q1 | $1.56M | Buy |
28,931
+726
| +3% | +$39.2K | 0.3% | 111 |
|
|
2017
Q4 | $1.48M | Buy |
28,205
+2,178
| +8% | +$114K | 0.27% | 122 |
|
|
2017
Q3 | $1.25M | Buy |
+26,027
| New | +$1.25M | 0.44% | 88 |
|
|
2017
Q2 | – | Sell |
-23,430
| Closed | -$1M | – | 116 |
|
|
2017
Q1 | $1M | Buy |
+23,430
| New | +$1M | 0.38% | 97 |
|