BDO Wealth Advisors’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 | $157K | Buy |
1,834
+728
| +66% | +$62.2K | 0.02% | 284 |
|
|
2023
Q1 | $97.1K | Hold |
1,106
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $94K | Buy |
1,106
+504
| +84% | +$42.9K | 0.01% | 338 |
|
|
2022
Q3 | $48K | Sell |
602
-50
| -8% | -$3.99K | 0.01% | 409 |
|
|
2022
Q2 | $50K | Buy |
652
+50
| +8% | +$3.83K | 0.01% | 407 |
|
|
2022
Q1 | $53K | Buy |
602
+100
| +20% | +$8.8K | 0.01% | 419 |
|
|
2021
Q4 | $49K | Buy |
502
+43
| +9% | +$4.2K | 0.01% | 446 |
|
|
2021
Q3 | $45K | Hold |
459
| – | – | 0.01% | 460 |
|
|
2021
Q2 | $42K | Hold |
459
| – | – | ﹤0.01% | 489 |
|
|
2021
Q1 | $36K | Buy |
459
+404
| +735% | +$31.7K | ﹤0.01% | 504 |
|
|
2020
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 639 |
|
|
2020
Q2 | – | Sell |
-1,394
| Closed | -$47K | – | 743 |
|
|
2020
Q1 | $47K | Buy |
1,394
+989
| +244% | +$33.3K | 0.01% | 339 |
|
|
2019
Q4 | $21K | Hold |
405
| – | – | 0.01% | 382 |
|
|
2019
Q3 | $17K | Buy |
+405
| New | +$17K | ﹤0.01% | 409 |
|