Bellevue Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-44
| Closed | -$4K | – | 597 |
|
|
2021
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 519 |
|
|
2020
Q4 | $3K | Buy |
44
+4
| +10% | +$273 | ﹤0.01% | 532 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 552 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 446 |
|