Capstone Financial 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 |
-3,185
| Closed | -$260K | – | 153 |
|
|
2023
Q3 | $260K | Sell |
3,185
-290
| -8% | -$23.7K | 0.02% | 107 |
|
|
2023
Q2 | $297K | Buy |
3,475
+101
| +3% | +$8.63K | 0.02% | 102 |
|
|
2023
Q1 | $296K | Sell |
3,374
-89
| -3% | -$7.81K | 0.02% | 102 |
|
|
2022
Q4 | $294K | Buy |
3,463
+36
| +1% | +$3.06K | 0.02% | 99 |
|
|
2022
Q3 | $271K | Sell |
3,427
-54
| -2% | -$4.27K | 0.03% | 99 |
|
|
2022
Q2 | $265K | Buy |
3,481
+31
| +0.9% | +$2.36K | 0.02% | 105 |
|
|
2022
Q1 | $301K | Buy |
3,450
+532
| +18% | +$46.4K | 0.02% | 102 |
|
|
2021
Q4 | $286K | Buy |
2,918
+193
| +7% | +$18.9K | 0.02% | 102 |
|
|
2021
Q3 | $265K | Buy |
2,725
+1
| +0% | +$97 | 0.02% | 106 |
|
|
2021
Q2 | $250K | Buy |
2,724
+37
| +1% | +$3.4K | 0.02% | 114 |
|
|
2021
Q1 | $209K | Buy |
+2,687
| New | +$209K | 0.02% | 113 |
|