HighTower Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $947K | Buy |
10,519
+2,904
| +38% | +$262K | 0.09% | 110 |
|
|
2022
Q4 | $643K | Buy |
7,615
+2,274
| +43% | +$192K | 0.06% | 135 |
|
|
2022
Q3 | $422K | Buy |
+5,341
| New | +$422K | 0.05% | 152 |
|
|
2021
Q1 | – | Sell |
-14,757
| Closed | -$1.01M | – | 101 |
|
|
2020
Q4 | $1.01M | Sell |
14,757
-299
| -2% | -$20.5K | 0.14% | 69 |
|
|
2020
Q3 | $728K | Sell |
15,056
-2,080
| -12% | -$101K | 0.11% | 73 |
|
|
2020
Q2 | $828K | Buy |
17,136
+1,760
| +11% | +$85K | 0.13% | 72 |
|
|
2020
Q1 | $523K | Buy |
+15,376
| New | +$523K | 0.09% | 84 |
|