6 Meridian’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-49,752
| Closed | -$3.41M | – | 430 |
|
|
2020
Q4 | $3.41M | Sell |
49,752
-4,708
| -9% | -$323K | 0.32% | 50 |
|
|
2020
Q3 | $2.63M | Sell |
54,460
-9,052
| -14% | -$438K | 0.28% | 60 |
|
|
2020
Q2 | $3.07M | Sell |
63,512
-106,382
| -63% | -$5.14M | 0.33% | 56 |
|
|
2020
Q1 | $5.78M | Sell |
169,894
-26,278
| -13% | -$893K | 0.61% | 56 |
|
|
2019
Q4 | $10M | Buy |
196,172
+2,123
| +1% | +$109K | 0.88% | 28 |
|
|
2019
Q3 | $8.28M | Buy |
194,049
+13,621
| +8% | +$581K | 0.81% | 34 |
|
|
2019
Q2 | $7.91M | Sell |
180,428
-568
| -0.3% | -$24.9K | 0.8% | 41 |
|
|
2019
Q1 | $7.64M | Buy |
+180,996
| New | +$7.64M | 0.77% | 43 |
|
|
2018
Q1 | – | Sell |
-315,806
| Closed | -$16.6M | – | 476 |
|
|
2017
Q4 | $16.6M | Buy |
+315,806
| New | +$16.6M | 1.92% | 7 |
|