Crewe Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,690
| Closed | -$261K | – | 892 |
|
|
2024
Q2 | $261K | Sell |
2,690
-36
| -1% | -$3.5K | 0.03% | 150 |
|
|
2024
Q1 | $257K | Buy |
+2,726
| New | +$257K | 0.03% | 146 |
|
|
2023
Q3 | – | Sell |
-2,977
| Closed | -$254K | – | 802 |
|
|
2023
Q2 | $254K | Buy |
2,977
+149
| +5% | +$12.7K | 0.04% | 121 |
|
|
2023
Q1 | $248K | Sell |
2,828
-357
| -11% | -$31.3K | 0.04% | 134 |
|
|
2022
Q4 | $271K | Sell |
3,185
-148
| -4% | -$12.6K | 0.04% | 122 |
|
|
2022
Q3 | $263K | Buy |
3,333
+136
| +4% | +$10.7K | 0.05% | 116 |
|
|
2022
Q2 | $243K | Buy |
3,197
+699
| +28% | +$53.1K | 0.05% | 111 |
|
|
2022
Q1 | $218K | Buy |
2,498
+1,465
| +142% | +$128K | 0.04% | 107 |
|
|
2021
Q4 | $101K | Buy |
+1,033
| New | +$101K | 0.02% | 136 |
|
|
2021
Q3 | – | Sell |
-35
| Closed | -$3K | – | 443 |
|
|
2021
Q2 | $3K | Sell |
35
-200
| -85% | -$17.1K | ﹤0.01% | 375 |
|
|
2021
Q1 | $18K | Hold |
235
| – | – | ﹤0.01% | 231 |
|
|
2020
Q4 | $16K | Sell |
235
-103
| -30% | -$7.01K | 0.01% | 218 |
|
|
2020
Q3 | $16K | Buy |
+338
| New | +$16K | 0.01% | 198 |
|