DFPG Investments’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 | $745K | Sell |
8,101
-47
| -0.6% | -$4.32K | 0.06% | 304 |
|
|
2023
Q3 | $605K | Sell |
8,148
-3,105
| -28% | -$230K | 0.06% | 306 |
|
|
2023
Q2 | $1.05M | Buy |
11,253
+2,264
| +25% | +$211K | 0.09% | 215 |
|
|
2023
Q1 | $789K | Buy |
8,989
+2,316
| +35% | +$203K | 0.08% | 246 |
|
|
2022
Q4 | $597K | Buy |
+6,673
| New | +$597K | 0.1% | 224 |
|