WP
WealthSource Partners’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $456K | Sell |
4,893
-1,354
| -22% | -$126K | 0.03% | 345 |
|
|
2023
Q3 | $510K | Buy |
6,247
+562
| +10% | +$45.9K | 0.03% | 305 |
|
|
2023
Q2 | $485K | Buy |
5,685
+618
| +12% | +$52.8K | 0.03% | 323 |
|
|
2023
Q1 | $445K | Buy |
5,067
+241
| +5% | +$21.2K | 0.03% | 329 |
|
|
2022
Q4 | $410K | Buy |
4,826
+784
| +19% | +$66.7K | 0.03% | 335 |
|
|
2022
Q3 | $319K | Buy |
4,042
+31
| +0.8% | +$2.45K | 0.02% | 383 |
|
|
2022
Q2 | $305K | Buy |
4,011
+980
| +32% | +$74.5K | 0.02% | 400 |
|
|
2022
Q1 | $265K | Buy |
3,031
+169
| +6% | +$14.8K | 0.02% | 482 |
|
|
2021
Q4 | $281K | Buy |
2,862
+386
| +16% | +$37.9K | 0.02% | 443 |
|
|
2021
Q3 | $241K | Sell |
2,476
-1,836
| -43% | -$179K | 0.02% | 446 |
|
|
2021
Q2 | $395K | Sell |
4,312
-389
| -8% | -$35.6K | 0.04% | 314 |
|
|
2021
Q1 | $365K | Sell |
4,701
-315
| -6% | -$24.5K | 0.04% | 306 |
|
|
2020
Q4 | $344K | Sell |
5,016
-854
| -15% | -$58.6K | 0.04% | 267 |
|
|
2020
Q3 | $284K | Sell |
5,870
-300
| -5% | -$14.5K | 0.04% | 272 |
|
|
2020
Q2 | $298K | Sell |
6,170
-536
| -8% | -$25.9K | 0.04% | 243 |
|
|
2020
Q1 | $228K | Buy |
6,706
+117
| +2% | +$3.98K | 0.04% | 281 |
|
|
2019
Q4 | $337K | Buy |
6,589
+36
| +0.5% | +$1.84K | 0.04% | 292 |
|
|
2019
Q3 | $280K | Sell |
6,553
-996
| -13% | -$42.6K | 0.04% | 338 |
|
|
2019
Q2 | $331K | Buy |
7,549
+1,145
| +18% | +$50.2K | 0.05% | 312 |
|
|
2019
Q1 | $270K | Sell |
6,404
-140
| -2% | -$5.9K | 0.06% | 266 |
|
|
2018
Q4 | $259K | Buy |
+6,544
| New | +$259K | 0.07% | 233 |
|