Avalon Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$237K | – | 58 |
|
|
2022
Q3 | $237K | Hold |
3,000
| – | – | 0.11% | 51 |
|
|
2022
Q2 | $228K | Hold |
3,000
| – | – | 0.09% | 54 |
|
|
2022
Q1 | $242K | Sell |
3,000
-13
| -0.4% | -$1.05K | 0.09% | 59 |
|
|
2021
Q4 | $296K | Buy |
3,013
+13
| +0.4% | +$1.28K | 0.13% | 49 |
|
|
2021
Q3 | $292K | Buy |
+3,000
| New | +$292K | 0.16% | 36 |
|
|
2017
Q3 | – | Sell |
-33,036
| Closed | -$1.47M | – | 105 |
|
|
2017
Q2 | $1.47M | Buy |
+33,036
| New | +$1.47M | 1.09% | 35 |
|