Chelsea Counsel Company’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$25.5K | – | 160 |
|
|
2022
Q4 | $25.5K | Buy |
+300
| New | +$25.5K | 0.01% | 136 |
|
|
2022
Q3 | – | Sell |
-4,776
| Closed | -$363K | – | 95 |
|
|
2022
Q2 | $363K | Hold |
4,776
| – | – | 0.19% | 80 |
|
|
2022
Q1 | $417K | Hold |
4,776
| – | – | 0.18% | 76 |
|
|
2021
Q4 | $469K | Hold |
4,776
| – | – | 0.2% | 72 |
|
|
2021
Q3 | $465K | Hold |
4,776
| – | – | 0.21% | 68 |
|
|
2021
Q2 | $438K | Hold |
4,776
| – | – | 0.2% | 67 |
|
|
2021
Q1 | $371K | Hold |
4,776
| – | – | 0.18% | 69 |
|
|
2020
Q4 | $327K | Buy |
+4,776
| New | +$327K | 0.17% | 71 |
|