YorkBridge Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.72M | Hold |
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|
2022
Q3 | $1.6M | Hold |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $1.81M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $196K | Sell |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $259K | Buy |
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|
2017
Q2 | $239K | Sell |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $231K | Buy |
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