Guardian Capital Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,500
| Closed | -$300K | – | 177 |
|
|
2023
Q2 | $300K | Buy |
+3,500
| New | +$300K | 0.03% | 143 |
|
|
2015
Q3 | – | Sell |
-18,200
| Closed | -$725K | – | 182 |
|
|
2015
Q2 | $725K | Buy |
18,200
+475
| +3% | +$18.9K | 0.14% | 104 |
|
|
2015
Q1 | $784K | Sell |
17,725
-5,400
| -23% | -$239K | 0.12% | 113 |
|
|
2014
Q4 | $974K | Hold |
23,125
| – | – | 0.16% | 101 |
|
|
2014
Q3 | $912K | Buy |
23,125
+200
| +0.9% | +$7.89K | 0.15% | 105 |
|
|
2014
Q2 | $742K | Hold |
22,925
| – | – | 0.13% | 110 |
|
|
2014
Q1 | $708K | Sell |
22,925
-4,240
| -16% | -$131K | 0.14% | 111 |
|
|
2013
Q4 | $900K | Sell |
27,165
-3,475
| -11% | -$115K | 0.18% | 105 |
|
|
2013
Q3 | $835K | Sell |
30,640
-4,550
| -13% | -$124K | 0.18% | 102 |
|
|
2013
Q2 | $846K | Buy |
+35,190
| New | +$846K | 0.24% | 86 |
|