Industrial Alliance Investment 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
Q3 | – | Sell |
-2,550
| Closed | -$218K | – | 110 |
|
|
2023
Q2 | $218K | Sell |
2,550
-55,290
| -96% | -$4.73M | 0.11% | 77 |
|
|
2023
Q1 | $5.08M | Buy |
57,840
+20,670
| +56% | +$1.81M | 0.14% | 129 |
|
|
2022
Q4 | $3.16M | Sell |
37,170
-421
| -1% | -$35.8K | 0.09% | 189 |
|
|
2022
Q3 | $2.97M | Sell |
37,591
-371
| -1% | -$29.3K | 0.09% | 183 |
|
|
2022
Q2 | $2.89M | Sell |
37,962
-5,676
| -13% | -$432K | 0.08% | 193 |
|
|
2022
Q1 | $3.81M | Sell |
43,638
-1,966
| -4% | -$172K | 0.09% | 185 |
|
|
2021
Q4 | $4.48M | Buy |
+45,604
| New | +$4.48M | 0.1% | 175 |
|