AXS Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,211
| Closed | -$208K | – | 277 |
|
|
2024
Q1 | $208K | Buy |
2,211
+143
| +7% | +$13.5K | 0.05% | 283 |
|
|
2023
Q4 | $193K | Sell |
2,068
-236
| -10% | -$22K | 0.05% | 289 |
|
|
2023
Q3 | $188K | Sell |
2,304
-1,376
| -37% | -$112K | 0.05% | 265 |
|
|
2023
Q2 | $314K | Buy |
3,680
+234
| +7% | +$20K | 0.08% | 237 |
|
|
2023
Q1 | $303K | Sell |
3,446
-422
| -11% | -$37.1K | 0.1% | 197 |
|
|
2022
Q4 | $329K | Sell |
3,868
-1,170
| -23% | -$99.5K | 0.12% | 183 |
|
|
2022
Q3 | $398K | Sell |
5,038
-902
| -15% | -$71.3K | 0.15% | 174 |
|
|
2022
Q2 | $452K | Buy |
5,940
+1,522
| +34% | +$116K | 0.16% | 177 |
|
|
2022
Q1 | $386K | Buy |
4,418
+945
| +27% | +$82.6K | 0.15% | 102 |
|
|
2021
Q4 | $341K | Sell |
3,473
-20,065
| -85% | -$1.97M | 0.08% | 131 |
|
|
2021
Q3 | $2.29M | Buy |
+23,538
| New | +$2.29M | 0.86% | 22 |
|