Capital Directions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $71.8K | Buy |
+845
| New | +$71.8K | 0.03% | 102 |
|
|
2022
Q3 | – | Sell |
-845
| Closed | -$64K | – | 98 |
|
|
2022
Q2 | $64K | Sell |
845
-640
| -43% | -$48.5K | 0.02% | 112 |
|
|
2022
Q1 | $130K | Buy |
+1,485
| New | +$130K | 0.04% | 83 |
|
|
2021
Q4 | – | Sell |
-1,545
| Closed | -$150K | – | 158 |
|
|
2021
Q3 | $150K | Hold |
1,545
| – | – | 0.05% | 73 |
|
|
2021
Q2 | $142K | Buy |
+1,545
| New | +$142K | 0.04% | 71 |
|
|
2021
Q1 | – | Sell |
-1,630
| Closed | -$112K | – | 288 |
|
|
2020
Q4 | $112K | Hold |
1,630
| – | – | 0.04% | 75 |
|
|
2020
Q3 | $79K | Hold |
1,630
| – | – | 0.03% | 84 |
|
|
2020
Q2 | $79K | Buy |
1,630
+685
| +72% | +$33.2K | 0.03% | 84 |
|
|
2020
Q1 | $32K | Hold |
945
| – | – | 0.01% | 134 |
|
|
2019
Q4 | $48K | Buy |
945
+100
| +12% | +$5.08K | 0.02% | 136 |
|
|
2019
Q3 | $36K | Buy |
+845
| New | +$36K | 0.01% | 151 |
|
|
2018
Q3 | – | Sell |
-720
| Closed | -$34K | – | 201 |
|
|
2018
Q2 | $34K | Buy |
+720
| New | +$34K | 0.02% | 87 |
|