Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $850K | Hold |
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|
2022
Q3 | $790K | Hold |
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|
2022
Q2 | $760K | Sell |
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|
2022
Q1 | $880K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $903K | Sell |
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|
2019
Q2 | $1.21M | Hold |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.38M | Sell |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $648K | Buy |
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|
2017
Q1 | $579K | Buy |
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|
2016
Q4 | $418K | Buy |
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