Jackson Grant Investment Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-127
| Closed | -$11.2K | – | 454 |
|
|
2023
Q1 | $11.2K | Hold |
127
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $10.8K | Hold |
127
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $10K | Hold |
127
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $10K | Hold |
127
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $11K | Hold |
127
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $12K | Hold |
127
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $12K | Hold |
127
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $12K | Hold |
127
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $10K | Buy |
+127
| New | +$10K | ﹤0.01% | 341 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$7K | – | 219 |
|
|
2020
Q1 | $7K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | 0.01% | 204 |
|
|
2019
Q3 | $9K | Buy |
+200
| New | +$9K | 0.01% | 210 |
|
|
2019
Q1 | – | Sell |
-5,264
| Closed | -$209K | – | 252 |
|
|
2018
Q4 | $209K | Buy |
5,264
+36
| +0.7% | +$1.43K | 0.15% | 76 |
|
|
2018
Q3 | $243K | Buy |
5,228
+32
| +0.6% | +$1.49K | 0.15% | 75 |
|
|
2018
Q2 | $246K | Buy |
5,196
+24
| +0.5% | +$1.14K | 0.17% | 71 |
|
|
2018
Q1 | $279K | Buy |
5,172
+24
| +0.5% | +$1.3K | 0.2% | 64 |
|
|
2017
Q4 | $270K | Sell |
5,148
-481
| -9% | -$25.2K | 0.18% | 67 |
|
|
2017
Q3 | $271K | Sell |
5,629
-379
| -6% | -$18.2K | 0.2% | 62 |
|
|
2017
Q2 | $268K | Buy |
6,008
+4
| +0.1% | +$178 | 0.21% | 56 |
|
|
2017
Q1 | $257K | Buy |
6,004
+4
| +0.1% | +$171 | 0.21% | 55 |
|
|
2016
Q4 | $254K | Buy |
+6,000
| New | +$254K | 0.22% | 53 |
|
|
2016
Q1 | – | Sell |
-158
| Closed | -$5K | – | 181 |
|
|
2015
Q4 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 178 |
|