Halpern Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$22.8K | – | 278 |
|
|
2022
Q2 | $22.8K | Buy |
+300
| New | +$22.8K | 0.01% | 117 |
|
|
2021
Q4 | – | Sell |
-67
| Closed | -$6.52K | – | 278 |
|
|
2021
Q3 | $6.52K | Hold |
67
| – | – | ﹤0.01% | 203 |
|
|
2021
Q2 | $6.14K | Hold |
67
| – | – | ﹤0.01% | 173 |
|
|
2021
Q1 | $5.2K | Buy |
+67
| New | +$5.2K | ﹤0.01% | 177 |
|