IMPACTfolio’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 | – | Sell |
-3,033
| Closed | -$258K | – | 50 |
|
|
2022
Q4 | $258K | Buy |
3,033
+16
| +0.5% | +$1.36K | 0.24% | 31 |
|
|
2022
Q3 | $238K | Sell |
3,017
-36
| -1% | -$2.84K | 0.23% | 36 |
|
|
2022
Q2 | $232K | Sell |
3,053
-40
| -1% | -$3.04K | 0.22% | 42 |
|
|
2022
Q1 | $270K | Buy |
+3,093
| New | +$270K | 0.2% | 42 |
|