BIA
Benchmark Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,798
| Closed | -$300K | – | 99 |
|
|
2022
Q3 | $300K | Sell |
3,798
-9,300
| -71% | -$735K | 0.32% | 76 |
|
|
2022
Q2 | $996K | Buy |
13,098
+4,665
| +55% | +$355K | 1.04% | 33 |
|
|
2022
Q1 | $737K | Buy |
8,433
+2,451
| +41% | +$214K | 0.55% | 50 |
|
|
2021
Q4 | $587K | Buy |
+5,982
| New | +$587K | 0.48% | 61 |
|