Wealthfront’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.54M | Sell |
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|
2018
Q2 | $3.77M | Sell |
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|
2018
Q1 | $5.2M | Buy |
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|
2017
Q4 | $5M | Buy |
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|
2017
Q3 | $4.2M | Buy |
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|
2017
Q2 | $3.42M | Buy |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $2.35M | Buy |
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|
2016
Q3 | $1.53M | Buy |
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|
2016
Q2 | $724K | Sell |
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|
2016
Q1 | $818K | Buy |
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|
2015
Q4 | $672K | Buy |
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|
2015
Q3 | $611K | Sell |
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|
2015
Q2 | $942K | Buy |
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|
2015
Q1 | $717K | Buy |
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|
2014
Q4 | $637K | Buy |
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|
2014
Q3 | $371K | Buy |
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|
2014
Q2 | $283K | Buy |
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|
2014
Q1 | $85K | Buy |
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