Column 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $24.3K | Sell |
298
-6
| -2% | -$490 | ﹤0.01% | 411 |
|
|
2023
Q2 | $26K | Sell |
304
-7
| -2% | -$598 | ﹤0.01% | 409 |
|
|
2023
Q1 | $27.3K | Sell |
311
-39
| -11% | -$3.42K | ﹤0.01% | 404 |
|
|
2022
Q4 | $29.8K | Hold |
350
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $28K | Hold |
350
| – | – | 0.01% | 346 |
|
|
2022
Q2 | $27K | Hold |
350
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $31K | Sell |
350
-149
| -30% | -$13.2K | 0.01% | 351 |
|
|
2021
Q4 | $49K | Sell |
499
-11
| -2% | -$1.08K | 0.01% | 301 |
|
|
2021
Q3 | $50K | Sell |
510
-18
| -3% | -$1.77K | 0.01% | 269 |
|
|
2021
Q2 | $48K | Sell |
528
-64
| -11% | -$5.82K | 0.01% | 278 |
|
|
2021
Q1 | $46K | Buy |
592
+396
| +202% | +$30.8K | 0.01% | 279 |
|
|
2020
Q4 | $13K | Sell |
196
-150
| -43% | -$9.95K | ﹤0.01% | 427 |
|
|
2020
Q3 | $17K | Sell |
346
-476
| -58% | -$23.4K | 0.01% | 377 |
|
|
2020
Q2 | $39K | Sell |
822
-31
| -4% | -$1.47K | 0.01% | 283 |
|
|
2020
Q1 | $29K | Sell |
853
-166
| -16% | -$5.64K | 0.01% | 270 |
|
|
2019
Q4 | $52K | Buy |
+1,019
| New | +$52K | 0.03% | 234 |
|