Brewin Dolphin Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $61K | Hold |
800
| – | – | 0.01% | 176 |
|
2022
Q1 | $70K | Hold |
800
| – | – | 0.01% | 177 |
|
2021
Q4 | $79K | Hold |
800
| – | – | 0.01% | 169 |
|
2021
Q3 | $77.8K | Hold |
800
| – | – | 0.01% | 170 |
|
2021
Q2 | $73.4K | Hold |
800
| – | – | 0.01% | 168 |
|
2021
Q1 | $62.1K | Hold |
800
| – | – | 0.01% | 161 |
|
2020
Q4 | $54.8K | Hold |
800
| – | – | 0.01% | 160 |
|
2020
Q3 | $38.7K | Buy |
800
+460
| +135% | +$22.2K | 0.01% | 177 |
|
2020
Q2 | $16.4K | Buy |
+340
| New | +$16.4K | ﹤0.01% | 229 |
|