Catalyst Capital 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
Q2 | – | Sell |
-60,600
| Closed | -$5.3M | – | 378 |
|
2022
Q1 | $5.3M | Sell |
60,600
-4,650
| -7% | -$406K | 0.23% | 59 |
|
2021
Q4 | $6.41M | Sell |
65,250
-3,950
| -6% | -$388K | 0.3% | 56 |
|
2021
Q3 | $6.73M | Sell |
69,200
-3,600
| -5% | -$350K | 0.34% | 46 |
|
2021
Q2 | $6.68M | Sell |
72,800
-2,200
| -3% | -$202K | 0.33% | 44 |
|
2021
Q1 | $5.83M | Buy |
+75,000
| New | +$5.83M | 0.32% | 47 |
|
2020
Q1 | – | Sell |
-9,100
| Closed | -$465K | – | 290 |
|
2019
Q4 | $465K | Buy |
+9,100
| New | +$465K | 0.01% | 183 |
|