ER
Enlightenment Research’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,162
| Closed | -$317K | – | 135 |
|
|
2022
Q2 | $317K | Sell |
4,162
-8,543
| -67% | -$651K | 0.68% | 56 |
|
|
2022
Q1 | $1.11M | Buy |
12,705
+8,794
| +225% | +$768K | 1.48% | 15 |
|
|
2021
Q4 | $384K | Sell |
3,911
-17,857
| -82% | -$1.75M | 0.55% | 52 |
|
|
2021
Q3 | $2.12M | Buy |
+21,768
| New | +$2.12M | 2.59% | 3 |
|
|
2021
Q1 | – | Sell |
-15,100
| Closed | -$1.04M | – | 175 |
|
|
2020
Q4 | $1.04M | Buy |
+15,100
| New | +$1.04M | 1.46% | 19 |
|
|
2020
Q3 | – | Sell |
-15,400
| Closed | -$744K | – | 105 |
|
|
2020
Q2 | $744K | Buy |
15,400
+4,708
| +44% | +$227K | 1.77% | 14 |
|
|
2020
Q1 | $481K | Buy |
+10,692
| New | +$481K | 0.51% | 44 |
|
|
2019
Q3 | – | Sell |
-18,800
| Closed | -$824K | – | 210 |
|
|
2019
Q2 | $824K | Buy |
+18,800
| New | +$824K | 0.42% | 63 |
|