Windsor Creek 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
2021
Q3
Sell
2021
Q2
$1.76M Buy
2021
Q1
$777K Sell
2020
Q4
$1.42M Buy
2020
Q3
$261K Buy
2020
Q2
Sell
2020
Q1
$850K Sell
2019
Q4
$2.1K Sell
2019
Q3
$2.26M Sell
2019
Q2
$2.53M Buy
2019
Q1
$1.68M Buy
2018
Q4
$935K Buy