55I LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.82M | Buy |
23,016
+17,443
| +313% | +$1.38M | 0.05% | 194 |
|
|
2022
Q2 | $424K | Buy |
+5,573
| New | +$424K | 0.01% | 379 |
|
|
2021
Q4 | – | Sell |
-13,116
| Closed | -$1.28M | – | 511 |
|
|
2021
Q3 | $1.28M | Buy |
13,116
+10,439
| +390% | +$1.02M | 0.04% | 206 |
|
|
2021
Q2 | $245K | Buy |
+2,677
| New | +$245K | 0.01% | 357 |
|