Ergoteles’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 |
-9,574
| Closed | -$818K | – | 545 |
|
|
2023
Q2 | $818K | Buy |
+9,574
| New | +$818K | 0.04% | 517 |
|
|
2023
Q1 | – | Sell |
-266,252
| Closed | -$22.6M | – | 1579 |
|
|
2022
Q4 | $22.6M | Sell |
266,252
-259,129
| -49% | -$22M | 0.83% | 17 |
|
|
2022
Q3 | $41.5M | Buy |
+525,381
| New | +$41.5M | 1.46% | 8 |
|
|
2021
Q4 | – | Sell |
-193,006
| Closed | -$18.8M | – | 1463 |
|
|
2021
Q3 | $18.8M | Buy |
+193,006
| New | +$18.8M | 0.69% | 20 |
|