44 Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,105
| Closed | -$621K | – | 176 |
|
|
2022
Q1 | $621K | Sell |
7,105
-2,489
| -26% | -$218K | 0.22% | 101 |
|
|
2021
Q4 | $942K | Sell |
9,594
-3,355
| -26% | -$329K | 0.33% | 73 |
|
|
2021
Q3 | $1.26M | Sell |
12,949
-3,436
| -21% | -$334K | 0.48% | 54 |
|
|
2021
Q2 | $1.5M | Sell |
16,385
-45
| -0.3% | -$4.13K | 0.58% | 50 |
|
|
2021
Q1 | $1.28M | Sell |
16,430
-368
| -2% | -$28.6K | 0.53% | 49 |
|
|
2020
Q4 | $1.15M | Buy |
+16,798
| New | +$1.15M | 0.52% | 42 |
|