American Portfolios Advisors’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 | $556K | Buy |
7,039
+718
| +11% | +$56.7K | 0.02% | 601 |
|
|
2022
Q2 | $481K | Sell |
6,321
-149
| -2% | -$11.3K | 0.02% | 671 |
|
|
2022
Q1 | $566K | Buy |
6,470
+24
| +0.4% | +$2.1K | 0.02% | 679 |
|
|
2021
Q4 | $633K | Buy |
6,446
+1,539
| +31% | +$151K | 0.02% | 637 |
|
|
2021
Q3 | $477K | Sell |
4,907
-2,042
| -29% | -$199K | 0.02% | 735 |
|
|
2021
Q2 | $637K | Buy |
6,949
+2,050
| +42% | +$188K | 0.02% | 613 |
|
|
2021
Q1 | $380K | Buy |
4,899
+1,320
| +37% | +$103K | 0.02% | 765 |
|
|
2020
Q4 | $245K | Sell |
3,579
-7,561
| -68% | -$518K | 0.01% | 816 |
|
|
2020
Q3 | $539K | Buy |
11,140
+5,603
| +101% | +$271K | 0.03% | 456 |
|
|
2020
Q2 | $267K | Buy |
5,537
+2,808
| +103% | +$136K | 0.02% | 639 |
|
|
2020
Q1 | $92.8K | Buy |
2,729
+6
| +0.2% | +$204 | 0.01% | 914 |
|
|
2019
Q4 | $139K | Sell |
2,723
-3
| -0.1% | -$153 | 0.01% | 895 |
|
|
2019
Q3 | $116K | Buy |
2,726
+957
| +54% | +$40.8K | 0.01% | 936 |
|
|
2019
Q2 | $77.5K | Sell |
1,769
-232
| -12% | -$10.2K | 0.01% | 1092 |
|
|
2019
Q1 | $84.5K | Buy |
2,001
+859
| +75% | +$36.3K | 0.01% | 964 |
|
|
2018
Q4 | $45.3K | Buy |
1,142
+42
| +4% | +$1.67K | 0.01% | 1056 |
|
|
2018
Q3 | $51.2K | Buy |
1,100
+81
| +8% | +$3.77K | 0.01% | 1101 |
|
|
2018
Q2 | $48.3K | Buy |
1,019
+325
| +47% | +$15.4K | 0.01% | 1089 |
|
|
2018
Q1 | $37.5K | Sell |
694
-534
| -43% | -$28.8K | 0.01% | 1148 |
|
|
2017
Q4 | $64.4K | Buy |
+1,228
| New | +$64.4K | 0.01% | 898 |
|