UIA
UBP Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.59M | Hold |
20,150
| – | – | 0.82% | 25 |
|
|
2022
Q2 | $1.53M | Hold |
20,150
| – | – | 0.61% | 27 |
|
|
2022
Q1 | $1.76M | Buy |
20,150
+150
| +0.8% | +$13.1K | 0.65% | 32 |
|
|
2021
Q4 | $1.96M | Hold |
20,000
| – | – | 0.71% | 30 |
|
|
2021
Q3 | $1.95M | Hold |
20,000
| – | – | 0.76% | 28 |
|
|
2021
Q2 | $1.83M | Hold |
20,000
| – | – | 0.68% | 30 |
|
|
2021
Q1 | $1.55M | Hold |
20,000
| – | – | 0.63% | 31 |
|
|
2020
Q4 | $1.37M | Hold |
20,000
| – | – | 0.71% | 32 |
|
|
2020
Q3 | $967K | Hold |
20,000
| – | – | 0.75% | 30 |
|
|
2020
Q2 | $966K | Hold |
20,000
| – | – | 0.77% | 29 |
|
|
2020
Q1 | $680K | Hold |
20,000
| – | – | 0.62% | 31 |
|
|
2019
Q4 | $1.02M | Hold |
20,000
| – | – | 0.8% | 29 |
|
|
2019
Q3 | $853K | Hold |
20,000
| – | – | 0.69% | 30 |
|
|
2019
Q2 | $876K | Hold |
20,000
| – | – | 0.79% | 30 |
|
|
2019
Q1 | $844K | Hold |
20,000
| – | – | 0.79% | 30 |
|
|
2018
Q4 | $793K | Sell |
20,000
-800
| -4% | -$31.7K | 0.84% | 29 |
|
|
2018
Q3 | $969K | Buy |
+20,800
| New | +$969K | 0.93% | 29 |
|
|
2018
Q1 | – | Sell |
-20,800
| Closed | -$1.09M | – | 55 |
|
|
2017
Q4 | $1.09M | Buy |
+20,800
| New | +$1.09M | 1.29% | 23 |
|