IndexIQ Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.07M | Sell |
23,701
-346
| -1% | -$30.2K | 0.07% | 224 |
|
|
2021
Q4 | $2.36M | Sell |
24,047
-1,537
| -6% | -$151K | 0.08% | 213 |
|
|
2021
Q3 | $2.49M | Buy |
25,584
+1,020
| +4% | +$99.3K | 0.08% | 215 |
|
|
2021
Q2 | $2.25M | Buy |
24,564
+1,721
| +8% | +$158K | 0.08% | 214 |
|
|
2021
Q1 | $1.77M | Buy |
22,843
+2,881
| +14% | +$224K | 0.06% | 219 |
|
|
2020
Q4 | $1.37M | Buy |
19,962
+11,065
| +124% | +$758K | 0.05% | 207 |
|
|
2020
Q3 | $430K | Buy |
8,897
+5,358
| +151% | +$259K | 0.02% | 306 |
|
|
2020
Q2 | $171K | Buy |
3,539
+3,109
| +723% | +$150K | 0.01% | 730 |
|
|
2020
Q1 | $15K | Sell |
430
-99,045
| -100% | -$3.46M | ﹤0.01% | 809 |
|
|
2019
Q4 | $5.09M | Buy |
99,475
+21,890
| +28% | +$1.12M | 0.18% | 92 |
|
|
2019
Q3 | $3.31M | Sell |
77,585
-26,546
| -25% | -$1.13M | 0.12% | 141 |
|
|
2019
Q2 | $4.56M | Sell |
104,131
-1,929
| -2% | -$84.5K | 0.14% | 124 |
|
|
2019
Q1 | $4.48M | Sell |
106,060
-23,812
| -18% | -$1M | 0.13% | 117 |
|
|
2018
Q4 | $5.15M | Buy |
129,872
+47,213
| +57% | +$1.87M | 0.14% | 127 |
|
|
2018
Q3 | $3.85M | Sell |
82,659
-39,739
| -32% | -$1.85M | 0.12% | 148 |
|
|
2018
Q2 | $5.8M | Buy |
122,398
+40,721
| +50% | +$1.93M | 0.18% | 132 |
|
|
2018
Q1 | $4.41M | Buy |
81,677
+63,732
| +355% | +$3.44M | 0.14% | 112 |
|
|
2017
Q4 | $942K | Buy |
+17,945
| New | +$942K | 0.03% | 397 |
|