B. Riley Wealth 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
Q2 | $834 | Buy |
10,960
+4,295
| +64% | +$327 | ﹤0.01% | 327 |
|
|
2022
Q1 | $583K | Buy |
6,665
+2,558
| +62% | +$224K | 0.04% | 304 |
|
|
2021
Q4 | $403K | Buy |
4,107
+490
| +14% | +$48.1K | 0.03% | 396 |
|
|
2021
Q3 | $352K | Buy |
+3,617
| New | +$352K | 0.03% | 415 |
|
|
2020
Q2 | – | Sell |
-8,629
| Closed | -$293K | – | 509 |
|
|
2020
Q1 | $293K | Buy |
+8,629
| New | +$293K | 0.03% | 360 |
|
|
2015
Q3 | – | Sell |
-1,247
| Closed | -$48K | – | 529 |
|
|
2015
Q2 | $48K | Buy |
+1,247
| New | +$48K | 0.04% | 419 |
|
|
2015
Q1 | – | Sell |
-3,000
| Closed | -$116K | – | 1072 |
|
|
2014
Q4 | $116K | Sell |
3,000
-23,800
| -89% | -$920K | 0.09% | 242 |
|
|
2014
Q3 | $926K | Buy |
26,800
+24,050
| +875% | +$831K | 0.69% | 25 |
|
|
2014
Q2 | $88K | Buy |
2,750
+2,500
| +1,000% | +$80K | 0.06% | 369 |
|
|
2014
Q1 | $8K | Buy |
+250
| New | +$8K | 0.01% | 812 |
|