Carroll Investors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,570
| Closed | -$3.46M | – | 32 |
|
|
2023
Q2 | $3.46M | Buy |
40,570
+1,899
| +5% | +$162K | 2.6% | 14 |
|
|
2023
Q1 | $3.39M | Buy |
38,671
+11,359
| +42% | +$994K | 2.76% | 12 |
|
|
2022
Q4 | $2.32M | Sell |
27,312
-63
| -0.2% | -$5.36K | 2.46% | 14 |
|
|
2022
Q3 | $2.17M | Buy |
+27,375
| New | +$2.17M | 1.75% | 15 |
|