Cutter & Co Brokerage’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 |
-4,070
| Closed | -$346K | – | 225 |
|
|
2022
Q4 | $346K | Sell |
4,070
-374
| -8% | -$31.8K | 0.12% | 133 |
|
|
2022
Q3 | $351K | Sell |
4,444
-63
| -1% | -$4.98K | 0.13% | 135 |
|
|
2022
Q2 | $343K | Buy |
4,507
+1,720
| +62% | +$131K | 0.12% | 145 |
|
|
2022
Q1 | $244K | Buy |
+2,787
| New | +$244K | 0.07% | 192 |
|