Berman Capital Advisors’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 | $224K | Buy |
2,315
+65
| +3% | +$6.29K | 0.04% | 243 |
|
|
2021
Q2 | $205K | Hold |
2,250
| – | – | 0.03% | 230 |
|
|
2021
Q1 | $174K | Buy |
2,250
+125
| +6% | +$9.67K | 0.04% | 208 |
|
|
2020
Q4 | $145K | Buy |
2,125
+564
| +36% | +$38.5K | 0.03% | 205 |
|
|
2020
Q3 | $74K | Sell |
1,561
-503
| -24% | -$23.8K | 0.02% | 266 |
|
|
2020
Q2 | $98K | Buy |
2,064
+274
| +15% | +$13K | 0.03% | 226 |
|
|
2020
Q1 | $59K | Buy |
1,790
+524
| +41% | +$17.3K | 0.02% | 264 |
|
|
2019
Q4 | $64K | Buy |
1,266
+3
| +0.2% | +$152 | 0.02% | 283 |
|
|
2019
Q3 | $53K | Sell |
1,263
-274
| -18% | -$11.5K | 0.02% | 292 |
|
|
2019
Q2 | $67K | Buy |
1,537
+659
| +75% | +$28.7K | 0.02% | 260 |
|
|
2019
Q1 | $37K | Sell |
878
-325
| -27% | -$13.7K | 0.01% | 322 |
|
|
2018
Q4 | $46K | Buy |
+1,203
| New | +$46K | 0.02% | 261 |
|