EI
Ellevest Inc’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
3,243
-1,335
| -29% | -$188K | 0.07% | 210 |
|
|
2025
Q1 | $534K | Sell |
4,578
-146
| -3% | -$17K | 0.04% | 180 |
|
|
2024
Q4 | $594K | Buy |
4,724
+106
| +2% | +$13.3K | 0.03% | 170 |
|
|
2024
Q3 | $481K | Buy |
+4,618
| New | +$481K | 0.03% | 224 |
|
|
2023
Q2 | – | Sell |
-1,407
| Closed | -$124K | – | 1152 |
|
|
2023
Q1 | $124K | Sell |
1,407
-194
| -12% | -$17K | 0.01% | 408 |
|
|
2022
Q4 | $136K | Sell |
1,601
-35
| -2% | -$2.98K | 0.01% | 373 |
|
|
2022
Q3 | $129K | Sell |
1,636
-647
| -28% | -$51K | 0.01% | 367 |
|
|
2022
Q2 | $174K | Sell |
2,283
-4,081
| -64% | -$311K | 0.02% | 305 |
|
|
2022
Q1 | $556K | Buy |
6,364
+849
| +15% | +$74.2K | 0.05% | 98 |
|
|
2021
Q4 | $541K | Buy |
5,515
+350
| +7% | +$34.3K | 0.05% | 95 |
|
|
2021
Q3 | $503K | Buy |
5,165
+298
| +6% | +$29K | 0.05% | 92 |
|
|
2021
Q2 | $446K | Buy |
4,867
+871
| +22% | +$79.8K | 0.04% | 100 |
|
|
2021
Q1 | $310K | Buy |
3,996
+3
| +0.1% | +$233 | 0.04% | 126 |
|
|
2020
Q4 | $274K | Buy |
3,993
+1,742
| +77% | +$120K | 0.04% | 118 |
|
|
2020
Q3 | $109K | Buy |
2,251
+99
| +5% | +$4.79K | 0.02% | 237 |
|
|
2020
Q2 | $104K | Buy |
2,152
+866
| +67% | +$41.9K | 0.02% | 202 |
|
|
2020
Q1 | $44K | Buy |
1,286
+592
| +85% | +$20.3K | 0.01% | 256 |
|
|
2019
Q4 | $35K | Buy |
694
+660
| +1,941% | +$33.3K | 0.01% | 276 |
|
|
2019
Q3 | $1K | Sell |
34
-197
| -85% | -$5.79K | ﹤0.01% | 427 |
|
|
2019
Q2 | $10K | Buy |
+231
| New | +$10K | ﹤0.01% | 253 |
|