Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,959
| Closed | -$242K | – | 192 |
|
|
2023
Q3 | $242K | Sell |
2,959
-299
| -9% | -$24.4K | 0.06% | 174 |
|
|
2023
Q2 | $278K | Hold |
3,258
| – | – | 0.07% | 177 |
|
|
2023
Q1 | $286K | Sell |
3,258
-82
| -2% | -$7.2K | 0.08% | 168 |
|
|
2022
Q4 | $284K | Hold |
3,340
| – | – | 0.09% | 171 |
|
|
2022
Q3 | $264K | Hold |
3,340
| – | – | 0.09% | 178 |
|
|
2022
Q2 | $254K | Sell |
3,340
-1,549
| -32% | -$118K | 0.08% | 177 |
|
|
2022
Q1 | $427K | Sell |
4,889
-149
| -3% | -$13K | 0.1% | 144 |
|
|
2021
Q4 | $495K | Hold |
5,038
| – | – | 0.12% | 135 |
|
|
2021
Q3 | $490K | Buy |
5,038
+869
| +21% | +$84.6K | 0.12% | 134 |
|
|
2021
Q2 | $382K | Buy |
4,169
+1,005
| +32% | +$92.1K | 0.09% | 154 |
|
|
2021
Q1 | $246K | Buy |
+3,164
| New | +$246K | 0.07% | 171 |
|