WR Wealth Planners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $51.6K | Sell |
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|
2024
Q3 | $50.8K | Sell |
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|
2024
Q2 | $52.6K | Buy |
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|
2024
Q1 | $41K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $27.3K | Buy |
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|
2023
Q2 | $28.5K | Buy |
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|
2023
Q1 | $23.6K | Buy |
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|
2022
Q4 | $7.3K | Sell |
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|
2022
Q3 | $8.23K | Buy |
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|
2022
Q2 | $7.86K | Buy |
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|
2022
Q1 | $8.95K | Buy |
|