Disciplined 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
Q3 | – | Sell |
-72
| Closed | -$6.15K | – | 1007 |
|
|
2023
Q2 | $6.15K | Sell |
72
-10
| -12% | -$854 | ﹤0.01% | 383 |
|
|
2023
Q1 | $7.2K | Buy |
82
+7
| +9% | +$615 | ﹤0.01% | 384 |
|
|
2022
Q4 | $6.38K | Buy |
75
+9
| +14% | +$765 | ﹤0.01% | 363 |
|
|
2022
Q3 | $5K | Sell |
66
-13
| -16% | -$985 | ﹤0.01% | 436 |
|
|
2022
Q2 | $6K | Buy |
79
+19
| +32% | +$1.44K | ﹤0.01% | 428 |
|
|
2022
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 460 |
|