Jabodon PT Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-44,261
| Closed | -$2.14M | – | 38 |
|
2020
Q2 | $2.14M | Buy |
+44,261
| New | +$2.14M | 0.61% | 16 |
|
2020
Q1 | – | Sell |
-71,995
| Closed | -$3.68M | – | 27 |
|
2019
Q4 | $3.68M | Buy |
71,995
+22,685
| +46% | +$1.16M | 1.4% | 10 |
|
2019
Q3 | $2.1M | Sell |
49,310
-10,957
| -18% | -$468K | 0.89% | 16 |
|
2019
Q2 | $2.64M | Buy |
60,267
+13,815
| +30% | +$605K | 2.06% | 16 |
|
2019
Q1 | $1.96M | Sell |
46,452
-3,757
| -7% | -$159K | 1.65% | 12 |
|
2018
Q4 | $1.99M | Buy |
+50,209
| New | +$1.99M | 1.83% | 8 |
|