First National Bank of South Miami’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $188K | Sell |
2,196
-154
| -7% | -$13.2K | 0.15% | 129 |
|
|
2023
Q1 | $206K | Sell |
2,350
-8
| -0.3% | -$702 | 0.16% | 119 |
|
|
2022
Q4 | $200K | Hold |
2,358
| – | – | 0.15% | 122 |
|
|
2022
Q3 | $186K | Buy |
2,358
+235
| +11% | +$18.5K | 0.14% | 125 |
|
|
2022
Q2 | $161K | Buy |
2,123
+1,123
| +112% | +$85.2K | 0.11% | 144 |
|
|
2022
Q1 | $87K | Hold |
1,000
| – | – | 0.05% | 185 |
|
|
2021
Q4 | $98K | Hold |
1,000
| – | – | 0.06% | 182 |
|
|
2021
Q3 | $97K | Hold |
1,000
| – | – | 0.07% | 173 |
|
|
2021
Q2 | $92K | Hold |
1,000
| – | – | 0.06% | 178 |
|
|
2021
Q1 | $78K | Hold |
1,000
| – | – | 0.06% | 166 |
|
|
2020
Q4 | $69K | Hold |
1,000
| – | – | 0.06% | 168 |
|
|
2020
Q3 | $48K | Hold |
1,000
| – | – | 0.05% | 173 |
|
|
2020
Q2 | $48K | Hold |
1,000
| – | – | 0.05% | 162 |
|
|
2020
Q1 | $34K | Hold |
1,000
| – | – | 0.04% | 171 |
|
|
2019
Q4 | $51K | Hold |
1,000
| – | – | 0.05% | 164 |
|
|
2019
Q3 | $41K | Hold |
1,000
| – | – | 0.04% | 185 |
|
|
2019
Q2 | $45K | Hold |
1,000
| – | – | 0.04% | 184 |
|
|
2019
Q1 | $42K | Hold |
1,000
| – | – | 0.04% | 190 |
|
|
2018
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.04% | 190 |
|