TrueWealth LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $194K | Sell |
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|
2019
Q1 | $188K | Hold |
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|
2018
Q4 | $177K | Sell |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $253K | Buy |
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|
2017
Q4 | $243K | Buy |
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