Alera Investment 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
Q3 | $663K | Sell |
6,363
-304
| -5% | -$31.7K | 0.08% | 108 |
|
|
2024
Q2 | $648K | Sell |
6,667
-3,972
| -37% | -$386K | 0.08% | 100 |
|
|
2024
Q1 | $1M | Sell |
10,639
-95
| -0.9% | -$8.95K | 0.14% | 63 |
|
|
2023
Q4 | $1M | Sell |
10,734
-480
| -4% | -$44.8K | 0.13% | 57 |
|
|
2023
Q3 | $916K | Buy |
11,214
+1,124
| +11% | +$91.8K | 0.15% | 60 |
|
|
2023
Q2 | $862K | Buy |
10,090
+420
| +4% | +$35.9K | 0.19% | 66 |
|
|
2023
Q1 | $849K | Buy |
9,670
+1,394
| +17% | +$122K | 0.2% | 54 |
|
|
2022
Q4 | $704K | Buy |
8,276
+4,123
| +99% | +$351K | 0.17% | 76 |
|
|
2022
Q3 | $329K | Buy |
+4,153
| New | +$329K | 0.09% | 135 |
|
|
2019
Q2 | – | Sell |
-313
| Closed | -$13K | – | 652 |
|
|
2019
Q1 | $13K | Buy |
313
+135
| +76% | +$5.61K | 0.01% | 402 |
|
|
2018
Q4 | $7K | Buy |
+178
| New | +$7K | ﹤0.01% | 526 |
|