Clearview Wealth Advisors’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 |
-759
| Closed | -$64.8K | – | 428 |
|
|
2023
Q2 | $64.8K | Buy |
759
+3
| +0.4% | +$256 | 0.07% | 181 |
|
|
2023
Q1 | $66.4K | Buy |
756
+1
| +0.1% | +$88 | 0.07% | 178 |
|
|
2022
Q4 | $64.2K | Buy |
755
+2
| +0.3% | +$170 | 0.05% | 154 |
|
|
2022
Q3 | $60K | Buy |
753
+2
| +0.3% | +$159 | 0.05% | 155 |
|
|
2022
Q2 | $57K | Sell |
751
-248
| -25% | -$18.8K | 0.04% | 171 |
|
|
2022
Q1 | $87K | Sell |
999
-485
| -33% | -$42.2K | 0.06% | 148 |
|
|
2021
Q4 | $146K | Sell |
1,484
-438
| -23% | -$43.1K | 0.09% | 124 |
|
|
2021
Q3 | $187K | Buy |
1,922
+787
| +69% | +$76.6K | 0.12% | 117 |
|
|
2021
Q2 | $104K | Buy |
1,135
+629
| +124% | +$57.6K | 0.06% | 157 |
|
|
2021
Q1 | $39K | Buy |
506
+402
| +387% | +$31K | 0.03% | 253 |
|
|
2020
Q4 | $7K | Buy |
+104
| New | +$7K | ﹤0.01% | 420 |
|