Highland Private Wealth Management’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 |
-3,738
| Closed | -$296K | – | 101 |
|
|
2022
Q3 | $296K | Sell |
3,738
-269
| -7% | -$21.3K | 0.05% | 131 |
|
|
2022
Q2 | $305K | Sell |
4,007
-407
| -9% | -$31K | 0.05% | 125 |
|
|
2022
Q1 | $386K | Sell |
4,414
-772
| -15% | -$67.5K | 0.05% | 113 |
|
|
2021
Q4 | $509K | Sell |
5,186
-66
| -1% | -$6.48K | 0.06% | 94 |
|
|
2021
Q3 | $511K | Sell |
5,252
-772
| -13% | -$75.1K | 0.07% | 95 |
|
|
2021
Q2 | $552K | Sell |
6,024
-25
| -0.4% | -$2.29K | 0.08% | 85 |
|
|
2021
Q1 | $470K | Sell |
6,049
-22
| -0.4% | -$1.71K | 0.08% | 88 |
|
|
2020
Q4 | $416K | Buy |
6,071
+389
| +7% | +$26.7K | 0.07% | 92 |
|
|
2020
Q3 | $275K | Buy |
5,682
+84
| +2% | +$4.07K | 0.05% | 106 |
|
|
2020
Q2 | $270K | Buy |
+5,598
| New | +$270K | 0.06% | 102 |
|
|
2018
Q2 | – | Sell |
-8,629
| Closed | -$466K | – | 134 |
|
|
2018
Q1 | $466K | Buy |
+8,629
| New | +$466K | 0.29% | 72 |
|