Boenning & Scattergood’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $329K | Sell |
3,768
-1,339
| -26% | -$117K | 0.05% | 306 |
|
|
2022
Q3 | $404K | Buy |
5,107
+1,437
| +39% | +$114K | 0.08% | 253 |
|
|
2022
Q2 | $279K | Sell |
3,670
-98
| -3% | -$7.45K | 0.05% | 304 |
|
|
2022
Q1 | $329K | Buy |
3,768
+274
| +8% | +$23.9K | 0.05% | 306 |
|
|
2021
Q4 | $343K | Buy |
3,494
+252
| +8% | +$24.7K | 0.05% | 304 |
|
|
2021
Q3 | $315K | Sell |
3,242
-40
| -1% | -$3.89K | 0.06% | 297 |
|
|
2021
Q2 | $301K | Buy |
3,282
+201
| +7% | +$18.4K | 0.05% | 306 |
|
|
2021
Q1 | $239K | Buy |
+3,081
| New | +$239K | 0.05% | 327 |
|