AlphaMark Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-36
| Closed | -$3K | – | 644 |
|
2022
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 495 |
|
2022
Q3 | – | Sell |
-400
| Closed | -$30K | – | 713 |
|
2022
Q2 | $30K | Hold |
400
| – | – | 0.01% | 274 |
|
2022
Q1 | $35K | Hold |
400
| – | – | 0.01% | 267 |
|
2021
Q4 | $39K | Hold |
400
| – | – | 0.01% | 262 |
|
2021
Q3 | $39K | Hold |
400
| – | – | 0.01% | 258 |
|
2021
Q2 | $37K | Hold |
400
| – | – | 0.01% | 258 |
|
2021
Q1 | $31K | Hold |
400
| – | – | 0.01% | 274 |
|
2020
Q4 | $27K | Hold |
400
| – | – | 0.01% | 270 |
|
2020
Q3 | $19K | Hold |
400
| – | – | 0.01% | 286 |
|
2020
Q2 | $19K | Hold |
400
| – | – | 0.01% | 284 |
|
2020
Q1 | $14K | Hold |
400
| – | – | 0.01% | 272 |
|
2019
Q4 | $20K | Buy |
+400
| New | +$20K | 0.01% | 269 |
|