Benson Investment Management Company’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-56,696
| Closed | -$4.29M | – | 59 |
|
|
2022
Q2 | $4.29M | Buy |
56,696
+11,135
| +24% | +$843K | 2.68% | 11 |
|
|
2022
Q1 | $3.98M | Buy |
45,561
+120
| +0.3% | +$10.5K | 2% | 27 |
|
|
2021
Q4 | $4.46M | Buy |
45,441
+315
| +0.7% | +$30.9K | 2.16% | 24 |
|
|
2021
Q3 | $4.39M | Sell |
45,126
-12,215
| -21% | -$1.19M | 2.26% | 14 |
|
|
2021
Q2 | $5.26M | Buy |
57,341
+685
| +1% | +$62.8K | 2.68% | 6 |
|
|
2021
Q1 | $4.4M | Sell |
56,656
-254
| -0.4% | -$19.7K | 2.57% | 14 |
|
|
2020
Q4 | $3.9M | Buy |
+56,910
| New | +$3.9M | 2.38% | 23 |
|