HWG Holdings’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.66K | Sell |
50
-6,250
| -99% | -$583K | ﹤0.01% | 100 |
|
|
2023
Q3 | $515K | Sell |
6,300
-1,697
| -21% | -$139K | 0.28% | 37 |
|
|
2023
Q2 | $683K | Sell |
7,997
-124
| -2% | -$10.6K | 0.31% | 36 |
|
|
2023
Q1 | $713K | Sell |
8,121
-422
| -5% | -$37.1K | 0.41% | 27 |
|
|
2022
Q4 | $726K | Buy |
8,543
+8,517
| +32,758% | +$724K | 0.47% | 28 |
|
|
2022
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 101 |
|
|
2022
Q1 | – | Sell |
-39
| Closed | -$4K | – | 161 |
|
|
2021
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 108 |
|