Eudaimonia Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $346K | Buy |
3,677
+24
| +0.7% | +$2.26K | 0.08% | 185 |
|
|
2023
Q4 | $341K | Sell |
3,653
-285
| -7% | -$26.6K | 0.09% | 173 |
|
|
2023
Q3 | $322K | Buy |
3,938
+18
| +0.5% | +$1.47K | 0.08% | 224 |
|
|
2023
Q2 | $335K | Sell |
3,920
-476
| -11% | -$40.7K | 0.08% | 237 |
|
|
2023
Q1 | $386K | Buy |
4,396
+1
| +0% | +$88 | 0.09% | 215 |
|
|
2022
Q4 | $374K | Buy |
4,395
+3
| +0.1% | +$255 | 0.09% | 215 |
|
|
2022
Q3 | $347K | Sell |
4,392
-6,402
| -59% | -$506K | 0.09% | 212 |
|
|
2022
Q2 | $821K | Buy |
10,794
+1,811
| +20% | +$138K | 0.15% | 155 |
|
|
2022
Q1 | $785K | Buy |
+8,983
| New | +$785K | 0.13% | 181 |
|
|
2021
Q3 | $799K | Buy |
8,208
+33
| +0.4% | +$3.21K | 0.14% | 171 |
|
|
2021
Q2 | $750K | Buy |
8,175
+3,006
| +58% | +$276K | 0.14% | 172 |
|
|
2021
Q1 | $402K | Buy |
5,169
+683
| +15% | +$53.1K | 0.08% | 229 |
|
|
2020
Q4 | $307K | Buy |
4,486
+2
| +0% | +$137 | 0.07% | 250 |
|
|
2020
Q3 | $217K | Buy |
4,484
+366
| +9% | +$17.7K | 0.06% | 273 |
|
|
2020
Q2 | $199K | Buy |
4,118
+92
| +2% | +$4.45K | 0.08% | 236 |
|
|
2020
Q1 | $137K | Hold |
4,026
| – | – | 0.06% | 265 |
|
|
2019
Q4 | $206K | Buy |
+4,026
| New | +$206K | 0.08% | 231 |
|