GG
Gofen & Glossberg’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.03M | Buy |
12,097
+2,440
| +25% | +$208K | 0.03% | 240 |
|
|
2022
Q3 | $763K | Buy |
9,657
+608
| +7% | +$48K | 0.02% | 258 |
|
|
2022
Q2 | $688K | Buy |
9,049
+1,274
| +16% | +$96.9K | 0.02% | 271 |
|
|
2022
Q1 | $680K | Buy |
7,775
+389
| +5% | +$34K | 0.02% | 295 |
|
|
2021
Q4 | $725K | Sell |
7,386
-255
| -3% | -$25K | 0.02% | 291 |
|
|
2021
Q3 | $744K | Buy |
7,641
+283
| +4% | +$27.6K | 0.02% | 280 |
|
|
2021
Q2 | $675K | Buy |
7,358
+530
| +8% | +$48.6K | 0.02% | 291 |
|
|
2021
Q1 | $530K | Buy |
6,828
+3,723
| +120% | +$289K | 0.01% | 322 |
|
|
2020
Q4 | $213K | Buy |
+3,105
| New | +$213K | 0.01% | 472 |
|