DCF Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,500
| Closed | -$1.23M | – | 68 |
|
|
2021
Q4 | $1.23M | Hold |
12,500
| – | – | 0.5% | 38 |
|
|
2021
Q3 | $1.22M | Sell |
12,500
-10,000
| -44% | -$973K | 0.54% | 39 |
|
|
2021
Q2 | $2.06M | Hold |
22,500
| – | – | 0.73% | 31 |
|
|
2021
Q1 | $1.75M | Hold |
22,500
| – | – | 0.76% | 29 |
|
|
2020
Q4 | $1.54M | Buy |
+22,500
| New | +$1.54M | 0.64% | 34 |
|