ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$7.06K | – | 1112 |
|
|
2024
Q1 | $7.06K | Hold |
75
| – | – | ﹤0.01% | 965 |
|
|
2023
Q4 | $6.99K | Buy |
+75
| New | +$6.99K | ﹤0.01% | 942 |
|
|
2023
Q3 | – | Sell |
-105
| Closed | -$9K | – | 820 |
|
|
2023
Q2 | $9K | Sell |
105
-703
| -87% | -$60.3K | ﹤0.01% | 856 |
|
|
2023
Q1 | $70.9K | Sell |
808
-596
| -42% | -$52.3K | 0.02% | 407 |
|
|
2022
Q4 | $119K | Sell |
1,404
-5,238
| -79% | -$445K | 0.03% | 327 |
|
|
2022
Q3 | $525K | Buy |
6,642
+94
| +1% | +$7.43K | 0.11% | 184 |
|
|
2022
Q2 | $589K | Buy |
6,548
+6
| +0.1% | +$540 | 0.11% | 175 |
|
|
2022
Q1 | $555K | Buy |
+6,542
| New | +$555K | 0.11% | 179 |
|