CSat Investment Advisory’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $6K | Sell |
78
-24
| -24% | -$1.85K | 0.01% | 483 |
|
|
2020
Q4 | $7K | Sell |
102
-4,315
| -98% | -$296K | 0.01% | 462 |
|
|
2020
Q3 | $214K | Sell |
4,417
-4,330
| -50% | -$210K | 0.02% | 266 |
|
|
2020
Q2 | $422K | Sell |
8,747
-6,779
| -44% | -$327K | 0.05% | 197 |
|
|
2020
Q1 | $528K | Buy |
15,526
+2,558
| +20% | +$87K | 0.11% | 124 |
|
|
2019
Q4 | $663K | Buy |
12,968
+2,095
| +19% | +$107K | 0.17% | 102 |
|
|
2019
Q3 | $464K | Buy |
10,873
+2,228
| +26% | +$95.1K | 0.15% | 136 |
|
|
2019
Q2 | $379K | Buy |
8,645
+3,875
| +81% | +$170K | 0.13% | 116 |
|
|
2019
Q1 | $201K | Buy |
4,770
+2,000
| +72% | +$84.3K | 0.1% | 125 |
|
|
2018
Q4 | $110K | Buy |
2,770
+356
| +15% | +$14.1K | 0.07% | 137 |
|
|
2018
Q3 | $112K | Buy |
2,414
+267
| +12% | +$12.4K | 0.06% | 137 |
|
|
2018
Q2 | $102K | Buy |
+2,147
| New | +$102K | 0.05% | 157 |
|