Burleson & Co’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 | $93.9K | Buy |
1,104
+4
| +0.4% | +$340 | 0.02% | 151 |
|
|
2022
Q3 | $87K | Sell |
1,100
-197
| -15% | -$15.6K | 0.02% | 157 |
|
|
2022
Q2 | $99K | Sell |
1,297
-360
| -22% | -$27.5K | 0.02% | 148 |
|
|
2022
Q1 | $145K | Buy |
1,657
+328
| +25% | +$28.7K | 0.02% | 145 |
|
|
2021
Q4 | $130K | Buy |
1,329
+6
| +0.5% | +$587 | 0.02% | 161 |
|
|
2021
Q3 | $129K | Buy |
1,323
+7
| +0.5% | +$683 | 0.02% | 148 |
|
|
2021
Q2 | $121K | Buy |
1,316
+3
| +0.2% | +$276 | 0.02% | 151 |
|
|
2021
Q1 | $102K | Buy |
+1,313
| New | +$102K | 0.02% | 152 |
|