HFG Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,240
| Closed | -$211K | – | 105 |
|
|
2024
Q1 | $211K | Sell |
2,240
-26
| -1% | -$2.45K | 0.19% | 98 |
|
|
2023
Q4 | $211K | Buy |
+2,266
| New | +$211K | 0.2% | 93 |
|
|
2023
Q3 | – | Sell |
-2,355
| Closed | -$201K | – | 99 |
|
|
2023
Q2 | $201K | Hold |
2,355
| – | – | 0.21% | 87 |
|
|
2023
Q1 | $207K | Hold |
2,355
| – | – | 0.24% | 81 |
|
|
2022
Q4 | $200K | Buy |
+2,355
| New | +$200K | 0.24% | 88 |
|