Wealthspire Advisors (Maryland)’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
Q3 | $551K | Sell |
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|
2020
Q2 | $711K | Buy |
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|
2020
Q1 | $485K | Sell |
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|
2019
Q4 | $760K | Buy |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $554K | Sell |
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|
2019
Q1 | $551K | Sell |
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|
2018
Q4 | $536K | Sell |
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|
2018
Q3 | $635K | Buy |
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|
2018
Q2 | $628K | Buy |
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|
2018
Q1 | $645K | Sell |
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|
2017
Q4 | $701K | Sell |
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|
2017
Q3 | $657K | Sell |
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|
2017
Q2 | $675K | Sell |
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|
2017
Q1 | $761K | Sell |
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|
2016
Q4 | $772K | Buy |
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|
2016
Q3 | $521K | Buy |
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|
2016
Q2 | $372K | Sell |
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|
2016
Q1 | $385K | Buy |
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|
2015
Q4 | $488K | Buy |
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