Caerus Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,010
| Closed | -$573K | – | 40 |
|
|
2023
Q3 | $573K | Hold |
7,010
| – | – | 0.59% | 18 |
|
|
2023
Q2 | $599K | Hold |
7,010
| – | – | 0.68% | 18 |
|
|
2023
Q1 | $615K | Hold |
7,010
| – | – | 0.71% | 20 |
|
|
2022
Q4 | $596K | Sell |
7,010
-3,069
| -30% | -$261K | 0.9% | 15 |
|
|
2022
Q3 | $796K | Hold |
10,079
| – | – | 1% | 19 |
|
|
2022
Q2 | $767K | Hold |
10,079
| – | – | 0.93% | 20 |
|
|
2022
Q1 | $818K | Buy |
+10,079
| New | +$818K | 0.99% | 17 |
|