Ascent Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,363
| Closed | -$1.96M | – | 159 |
|
|
2023
Q1 | $1.96M | Buy |
22,363
+450
| +2% | +$39.5K | 0.39% | 59 |
|
|
2022
Q4 | $1.86M | Buy |
21,913
+1,278
| +6% | +$109K | 0.4% | 60 |
|
|
2022
Q3 | $1.63M | Sell |
20,635
-1,356
| -6% | -$107K | 0.39% | 60 |
|
|
2022
Q2 | $1.68M | Buy |
21,991
+3,290
| +18% | +$251K | 0.38% | 65 |
|
|
2022
Q1 | $1.64M | Buy |
+18,701
| New | +$1.64M | 0.31% | 66 |
|