Brinker Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.06M | Buy |
42,645
+3,410
| +9% | +$165K | 0.07% | 291 |
|
|
2020
Q1 | $1.33M | Buy |
39,235
+16,921
| +76% | +$575K | 0.05% | 337 |
|
|
2019
Q4 | $1.14M | Sell |
22,314
-538
| -2% | -$27.5K | 0.04% | 462 |
|
|
2019
Q3 | $975K | Buy |
22,852
+1,018
| +5% | +$43.4K | 0.03% | 488 |
|
|
2019
Q2 | $957K | Sell |
21,834
-1,145
| -5% | -$50.2K | 0.03% | 485 |
|
|
2019
Q1 | $970K | Buy |
22,979
+7,798
| +51% | +$329K | 0.04% | 465 |
|
|
2018
Q4 | $602K | Sell |
15,181
-5,863
| -28% | -$232K | 0.03% | 545 |
|
|
2018
Q3 | $980K | Buy |
+21,044
| New | +$980K | 0.04% | 501 |
|