180 Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,191
| Closed | -$206K | – | 442 |
|
|
2024
Q1 | $206K | Buy |
+2,191
| New | +$206K | 0.04% | 369 |
|
|
2022
Q4 | – | Sell |
-2,692
| Closed | -$213K | – | 389 |
|
|
2022
Q3 | $213K | Sell |
2,692
-222
| -8% | -$17.6K | 0.06% | 313 |
|
|
2022
Q2 | $224K | Sell |
2,914
-19
| -0.6% | -$1.46K | 0.06% | 317 |
|
|
2022
Q1 | $261K | Sell |
2,933
-132
| -4% | -$11.7K | 0.06% | 305 |
|
|
2021
Q4 | $303K | Sell |
3,065
-1,331
| -30% | -$132K | 0.07% | 274 |
|
|
2021
Q3 | $449K | Sell |
4,396
-49
| -1% | -$5.01K | 0.1% | 204 |
|
|
2021
Q2 | $454K | Sell |
4,445
-457
| -9% | -$46.7K | 0.1% | 194 |
|
|
2021
Q1 | $433K | Sell |
4,902
-244
| -5% | -$21.6K | 0.11% | 189 |
|
|
2020
Q4 | $386K | Sell |
5,146
-3,268
| -39% | -$245K | 0.11% | 190 |
|
|
2020
Q3 | $433K | Buy |
+8,414
| New | +$433K | 0.16% | 133 |
|