Frontier Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,352
| Closed | -$365K | – | 416 |
|
|
2022
Q1 | $365K | Buy |
4,352
+253
| +6% | +$21.2K | ﹤0.01% | 283 |
|
|
2021
Q4 | $402K | Buy |
4,099
+12
| +0.3% | +$1.18K | 0.03% | 292 |
|
|
2021
Q3 | $398K | Buy |
+4,087
| New | +$398K | 0.03% | 292 |
|
|
2017
Q4 | – | Sell |
-5,204
| Closed | -$251K | – | 381 |
|
|
2017
Q3 | $251K | Sell |
5,204
-1,583
| -23% | -$76.4K | 0.04% | 325 |
|
|
2017
Q2 | $302K | Buy |
6,787
+1,524
| +29% | +$67.8K | 0.05% | 289 |
|
|
2017
Q1 | $225K | Buy |
+5,263
| New | +$225K | 0.03% | 348 |
|