Delta Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,049
| Closed | -$287K | – | 189 |
|
|
2024
Q1 | $287K | Sell |
3,049
-200
| -6% | -$18.8K | 0.08% | 185 |
|
|
2023
Q4 | $303K | Sell |
3,249
-100
| -3% | -$9.33K | 0.1% | 156 |
|
|
2023
Q3 | $273K | Buy |
+3,349
| New | +$273K | 0.09% | 162 |
|
|
2023
Q2 | – | Sell |
-3,370
| Closed | -$296K | – | 155 |
|
|
2023
Q1 | $296K | Buy |
3,370
+124
| +4% | +$10.9K | 0.12% | 129 |
|
|
2022
Q4 | $276K | Buy |
+3,246
| New | +$276K | 0.12% | 124 |
|