Barrett & Company’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$16.3K | – | 631 |
|
|
2023
Q3 | $16.3K | Hold |
200
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $17.1K | Hold |
200
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $17.6K | Hold |
200
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $17K | Buy |
+200
| New | +$17K | 0.01% | 335 |
|