FSB Premier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,714
| Closed | -$231K | – | 157 |
|
|
2022
Q4 | $231K | Buy |
2,714
+1
| +0% | +$85 | 0.13% | 133 |
|
|
2022
Q3 | $214K | Buy |
2,713
+1
| +0% | +$79 | 0.13% | 127 |
|
|
2022
Q2 | $206K | Sell |
2,712
-9
| -0.3% | -$684 | 0.11% | 126 |
|
|
2022
Q1 | $226K | Buy |
2,721
+93
| +4% | +$7.72K | 0.11% | 123 |
|
|
2021
Q4 | $257K | Buy |
+2,628
| New | +$257K | 0.11% | 113 |
|