DoubleLine ETF Adviser’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,486
| Closed | -$2.03M | – | 195 |
|
|
2024
Q3 | $2.03M | Sell |
19,486
-1,461
| -7% | -$152K | 0.49% | 61 |
|
|
2024
Q2 | $2.04M | Sell |
20,947
-921
| -4% | -$89.5K | 0.54% | 44 |
|
|
2024
Q1 | $2.06M | Buy |
21,868
+727
| +3% | +$68.5K | 0.52% | 49 |
|
|
2023
Q4 | $1.97M | Buy |
21,141
+1,489
| +8% | +$139K | 0.57% | 44 |
|
|
2023
Q3 | $1.6M | Buy |
19,652
+713
| +4% | +$58.2K | 0.58% | 37 |
|
|
2023
Q2 | $1.62M | Sell |
18,939
-102
| -0.5% | -$8.71K | 0.6% | 46 |
|
|
2023
Q1 | $1.67M | Buy |
19,041
+438
| +2% | +$38.5K | 0.71% | 27 |
|
|
2022
Q4 | $1.58M | Buy |
+18,603
| New | +$1.58M | 0.81% | 26 |
|