Fortis Advisors’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 | – | Sell |
-1,144
| Closed | -$100K | – | 190 |
|
|
2023
Q1 | $100K | Buy |
1,144
+9
| +0.8% | +$790 | 0.07% | 121 |
|
|
2022
Q4 | $96.5K | Buy |
1,135
+10
| +0.9% | +$850 | 0.07% | 117 |
|
|
2022
Q3 | $89K | Buy |
1,125
+9
| +0.8% | +$712 | 0.06% | 125 |
|
|
2022
Q2 | $85K | Buy |
1,116
+10
| +0.9% | +$762 | 0.06% | 139 |
|
|
2022
Q1 | $97K | Buy |
1,106
+7
| +0.6% | +$614 | 0.05% | 161 |
|
|
2021
Q4 | $108K | Buy |
1,099
+8
| +0.7% | +$786 | 0.06% | 135 |
|
|
2021
Q3 | $106K | Buy |
1,091
+7
| +0.6% | +$680 | 0.06% | 127 |
|
|
2021
Q2 | $99K | Buy |
1,084
+5
| +0.5% | +$457 | 0.06% | 139 |
|
|
2021
Q1 | $84K | Buy |
1,079
+5
| +0.5% | +$389 | 0.06% | 123 |
|
|
2020
Q4 | $74K | Buy |
+1,074
| New | +$74K | 0.07% | 97 |
|