Golden Green’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,637
| Closed | -$998K | – | 86 |
|
|
2022
Q3 | $998K | Sell |
12,637
-420
| -3% | -$33.2K | 1.08% | 19 |
|
|
2022
Q2 | $993K | Sell |
13,057
-264
| -2% | -$20.1K | 1.04% | 21 |
|
|
2022
Q1 | $1.16M | Buy |
13,321
+10,203
| +327% | +$892K | 0.96% | 24 |
|
|
2021
Q4 | $306K | Hold |
3,118
| – | – | 0.25% | 89 |
|
|
2021
Q3 | $303K | Hold |
3,118
| – | – | 0.24% | 108 |
|
|
2021
Q2 | $286K | Sell |
3,118
-197
| -6% | -$18.1K | 0.22% | 126 |
|
|
2021
Q1 | $257K | Hold |
3,315
| – | – | 0.22% | 136 |
|
|
2020
Q4 | $227K | Buy |
+3,315
| New | +$227K | 0.21% | 98 |
|