Desjardins Global Asset Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$893K Sell
9,576
-10,042
-51% -$936K 0.1% 187
2023
Q3
$1.6M Sell
19,618
-3,082
-14% -$252K 0.17% 138
2023
Q2
$1.94M Buy
22,700
+4,654
+26% +$397K 0.22% 97
2023
Q1
$1.58M Buy
18,046
+1,631
+10% +$143K 0.2% 104
2022
Q4
$1.4M Sell
16,415
-7,683
-32% -$653K 0.22% 102
2022
Q3
$1.9M Sell
24,098
-4,419
-15% -$349K 0.24% 83
2022
Q2
$2.17M Sell
28,517
-21,579
-43% -$1.64M 0.28% 77
2022
Q1
$4.38M Sell
50,096
-58,707
-54% -$5.13M 0.38% 52
2021
Q4
$10.7M Buy
+108,803
New +$10.7M 0.91% 16