Inherent Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,157
| Closed | -$2.06M | – | 49 |
|
|
2021
Q3 | $2.06M | Hold |
21,157
| – | – | 0.18% | 28 |
|
|
2021
Q2 | $1.94M | Sell |
21,157
-132,700
| -86% | -$12.2M | 0.18% | 28 |
|
|
2021
Q1 | $11.9M | Buy |
153,857
+47,357
| +44% | +$3.68M | 1.68% | 9 |
|
|
2020
Q4 | $7.3M | Buy |
+106,500
| New | +$7.3M | 1.56% | 14 |
|