Global Financial Private Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.48M | Buy |
51,399
+1,290
| +3% | +$62.3K | 0.16% | 133 |
|
|
2020
Q1 | $1.71M | Sell |
50,109
-3,960
| -7% | -$135K | 0.11% | 165 |
|
|
2019
Q4 | $2.76M | Sell |
54,069
-3,899
| -7% | -$199K | 0.14% | 154 |
|
|
2019
Q3 | $2.47M | Sell |
57,968
-1,130
| -2% | -$48.2K | 0.13% | 163 |
|
|
2019
Q2 | $2.59M | Sell |
59,098
-14,394
| -20% | -$631K | 0.12% | 170 |
|
|
2019
Q1 | $3.1M | Buy |
73,492
+2,878
| +4% | +$121K | 0.15% | 144 |
|
|
2018
Q4 | $2.8M | Sell |
70,614
-3,456
| -5% | -$137K | 0.15% | 137 |
|
|
2018
Q3 | $3.45M | Sell |
74,070
-1,167
| -2% | -$54.3K | 0.12% | 152 |
|
|
2018
Q2 | $3.57M | Buy |
75,237
+10,953
| +17% | +$519K | 0.12% | 145 |
|
|
2018
Q1 | $3.47M | Sell |
64,284
-643
| -1% | -$34.7K | 0.12% | 138 |
|
|
2017
Q4 | $3.41M | Buy |
64,927
+8,724
| +16% | +$458K | 0.12% | 120 |
|
|
2017
Q3 | $2.71M | Buy |
56,203
+10,558
| +23% | +$509K | 0.1% | 127 |
|
|
2017
Q2 | $2.03M | Buy |
45,645
+8,282
| +22% | +$369K | 0.1% | 110 |
|
|
2017
Q1 | $1.6M | Buy |
+37,363
| New | +$1.6M | 0.08% | 127 |
|