Centerpoint Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 369 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$1K | – | 539 |
|
|
2023
Q3 | $1K | Buy |
13
+8
| +160% | +$615 | ﹤0.01% | 516 |
|
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 622 |
|
|
2018
Q2 | – | Sell |
-122
| Closed | -$7K | – | 383 |
|
|
2018
Q1 | $7K | Buy |
+122
| New | +$7K | 0.01% | 171 |
|