Brown Shipley & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-74
| Closed | -$7.19K | – | 77 |
|
|
2024
Q2 | $7.19K | Sell |
74
-1,803
| -96% | -$175K | ﹤0.01% | 72 |
|
|
2024
Q1 | $176K | Buy |
1,877
+3
| +0.2% | +$281 | 0.06% | 56 |
|
|
2023
Q4 | $175K | Hold |
1,874
| – | – | 0.09% | 53 |
|
|
2023
Q3 | $153K | Hold |
1,874
| – | – | 0.08% | 58 |
|
|
2023
Q2 | $160K | Hold |
1,874
| – | – | 0.07% | 66 |
|
|
2023
Q1 | $165K | Buy |
+1,874
| New | +$165K | 0.11% | 58 |
|