FI
FormulaFolio Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$17K | – | 505 |
|
|
2021
Q1 | $17K | Sell |
200
-3,793
| -95% | -$322K | 0.01% | 200 |
|
|
2020
Q4 | $274K | Buy |
+3,993
| New | +$274K | 0.01% | 548 |
|
|
2020
Q1 | – | Sell |
-4,112
| Closed | -$210K | – | 339 |
|
|
2019
Q4 | $210K | Buy |
+4,112
| New | +$210K | 0.01% | 346 |
|
|
2019
Q2 | – | Sell |
-4,830
| Closed | -$204K | – | 340 |
|
|
2019
Q1 | $204K | Sell |
4,830
-717
| -13% | -$30.3K | 0.01% | 319 |
|
|
2018
Q4 | $258K | Hold |
5,547
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $258K | Sell |
5,547
-12,919
| -70% | -$601K | 0.01% | 286 |
|
|
2018
Q2 | $875K | Buy |
+18,466
| New | +$875K | 0.04% | 142 |
|
|
2017
Q3 | – | Sell |
-14,620
| Closed | -$651K | – | 235 |
|
|
2017
Q2 | $651K | Buy |
+14,620
| New | +$651K | 0.06% | 106 |
|