Brookfield Corp’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,753
| Closed | -$235K | – | 374 |
|
|
2023
Q2 | $235K | Sell |
2,753
-13,165
| -83% | -$1.12M | ﹤0.01% | 553 |
|
|
2023
Q1 | $1.4M | Buy |
+15,918
| New | +$1.4M | 0.01% | 444 |
|
|
2021
Q4 | – | Sell |
-38,780
| Closed | -$3.77M | – | 685 |
|
|
2021
Q3 | $3.77M | Sell |
38,780
-103,949
| -73% | -$10.1M | 0.02% | 258 |
|
|
2021
Q2 | $13.1M | Buy |
142,729
+106,348
| +292% | +$9.75M | 0.06% | 105 |
|
|
2021
Q1 | $2.83M | Sell |
36,381
-43,104
| -54% | -$3.35M | 0.01% | 236 |
|
|
2020
Q4 | $5.45M | Sell |
79,485
-69,372
| -47% | -$4.75M | 0.02% | 138 |
|
|
2020
Q3 | $7.2M | Buy |
148,857
+74,351
| +100% | +$3.59M | 0.04% | 112 |
|
|
2020
Q2 | $3.6M | Buy |
+74,506
| New | +$3.6M | 0.02% | 168 |
|