Cerebellum’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $64K | Sell |
1,326
-235
| -15% | -$11.3K | 0.3% | 144 |
|
|
2020
Q2 | $82K | Buy |
+1,561
| New | +$82K | 0.06% | 355 |
|
|
2019
Q4 | – | Sell |
-9,932
| Closed | -$424K | – | 492 |
|
|
2019
Q3 | $424K | Buy |
9,932
+1,990
| +25% | +$85K | 0.27% | 263 |
|
|
2019
Q2 | $348K | Buy |
+7,942
| New | +$348K | 0.28% | 167 |
|
|
2019
Q1 | – | Sell |
-3,608
| Closed | -$143K | – | 512 |
|
|
2018
Q4 | $143K | Hold |
3,608
| – | – | 0.1% | 357 |
|
|
2018
Q3 | $168K | Buy |
+3,608
| New | +$168K | 0.27% | 292 |
|
|
2018
Q2 | – | Sell |
-1,228
| Closed | -$66K | – | 486 |
|
|
2018
Q1 | $66K | Sell |
1,228
-333
| -21% | -$17.9K | 0.08% | 384 |
|
|
2017
Q4 | $82K | Buy |
+1,561
| New | +$82K | 0.06% | 355 |
|