Financial Architects (New Jersey)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-56
| Closed | -$3K | – | 568 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 778 |
|
|
2020
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 785 |
|
|
2019
Q4 | $3K | Sell |
56
-2,500
| -98% | -$134K | ﹤0.01% | 811 |
|
|
2019
Q3 | $109K | Buy |
2,556
+2,365
| +1,238% | +$101K | 0.03% | 315 |
|
|
2019
Q2 | $8K | Sell |
191
-617
| -76% | -$25.8K | ﹤0.01% | 822 |
|
|
2019
Q1 | $34K | Buy |
808
+557
| +222% | +$23.4K | 0.01% | 642 |
|
|
2018
Q4 | $10K | Buy |
251
+68
| +37% | +$2.71K | ﹤0.01% | 890 |
|
|
2018
Q3 | $9K | Sell |
183
-107
| -37% | -$5.26K | ﹤0.01% | 998 |
|
|
2018
Q2 | $14K | Sell |
290
-588
| -67% | -$28.4K | ﹤0.01% | 906 |
|
|
2018
Q1 | $47K | Sell |
878
-69
| -7% | -$3.69K | 0.01% | 555 |
|
|
2017
Q4 | $50K | Hold |
947
| – | – | 0.01% | 600 |
|
|
2017
Q3 | $46K | Buy |
947
+160
| +20% | +$7.77K | 0.01% | 637 |
|
|
2017
Q2 | $35K | Sell |
787
-195
| -20% | -$8.67K | 0.01% | 698 |
|
|
2017
Q1 | $43K | Buy |
982
+385
| +64% | +$16.9K | 0.01% | 633 |
|
|
2016
Q4 | $25K | Sell |
597
-201
| -25% | -$8.42K | 0.01% | 772 |
|
|
2016
Q3 | $26K | Buy |
798
+49
| +7% | +$1.6K | 0.01% | 763 |
|
|
2016
Q2 | $20K | Buy |
749
+602
| +410% | +$16.1K | 0.01% | 778 |
|
|
2016
Q1 | $4K | Buy |
+147
| New | +$4K | ﹤0.01% | 909 |
|
|
2015
Q3 | – | Sell |
-187
| Closed | -$7K | – | 623 |
|
|
2015
Q2 | $7K | Sell |
187
-1,830
| -91% | -$68.5K | ﹤0.01% | 849 |
|
|
2015
Q1 | $54K | Buy |
2,017
+559
| +38% | +$15K | 0.02% | 388 |
|
|
2014
Q4 | $42K | Buy |
+1,458
| New | +$42K | 0.02% | 370 |
|
|
2013
Q4 | – | Sell |
-325
| Closed | -$8K | – | 401 |
|
|
2013
Q3 | $8K | Buy |
325
+125
| +63% | +$3.08K | 0.01% | 517 |
|
|
2013
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 558 |
|