First Personal Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $522 | Buy |
+5
| New | +$522 | ﹤0.01% | 392 |
|
|
2021
Q1 | – | Sell |
-290
| Closed | -$20K | – | 319 |
|
|
2020
Q4 | $20K | Buy |
+290
| New | +$20K | 0.01% | 240 |
|
|
2020
Q1 | – | Sell |
-64
| Closed | -$3K | – | 442 |
|
|
2019
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 334 |
|
|
2019
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 408 |
|
|
2019
Q2 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 639 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$27K | – | 837 |
|
|
2018
Q1 | $27K | Sell |
500
-3,203
| -86% | -$173K | 0.01% | 567 |
|
|
2017
Q4 | $194K | Buy |
3,703
+1,965
| +113% | +$103K | 0.04% | 238 |
|
|
2017
Q3 | $84K | Hold |
1,738
| – | – | 0.02% | 342 |
|
|
2017
Q2 | $77K | Sell |
1,738
-1,750
| -50% | -$77.5K | 0.02% | 342 |
|
|
2017
Q1 | $149K | Hold |
3,488
| – | – | 0.04% | 230 |
|
|
2016
Q4 | $147K | Buy |
3,488
+1,750
| +101% | +$73.8K | 0.04% | 222 |
|
|
2016
Q3 | $56K | Sell |
1,738
-10
| -0.6% | -$322 | 0.02% | 261 |
|
|
2016
Q2 | $45K | Buy |
1,748
+1,248
| +250% | +$32.1K | 0.02% | 283 |
|
|
2016
Q1 | $13K | Buy |
+500
| New | +$13K | 0.01% | 252 |
|