AFS Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,817
| Closed | -$636K | – | 39 |
|
|
2023
Q4 | $636K | Sell |
6,817
-10,505
| -61% | -$980K | 0.6% | 26 |
|
|
2023
Q3 | $1.41M | Buy |
17,322
+4,782
| +38% | +$391K | 0.97% | 27 |
|
|
2023
Q2 | $1.07M | Buy |
12,540
+2,725
| +28% | +$233K | 0.69% | 36 |
|
|
2023
Q1 | $862K | Buy |
9,815
+830
| +9% | +$72.9K | 0.58% | 42 |
|
|
2022
Q4 | $764K | Buy |
+8,985
| New | +$764K | 0.54% | 44 |
|