V Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $299K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $106K | Buy |
|