Janiczek Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $20K | Sell |
206
-3
| -1% | -$292 | ﹤0.01% | 558 |
|
|
2024
Q1 | $19.7K | Sell |
209
-9
| -4% | -$847 | ﹤0.01% | 572 |
|
|
2023
Q4 | $20.3K | Sell |
218
-119
| -35% | -$11.1K | ﹤0.01% | 541 |
|
|
2023
Q3 | $27.5K | Buy |
337
+300
| +811% | +$24.5K | 0.01% | 472 |
|
|
2023
Q2 | $3.16K | Hold |
37
| – | – | ﹤0.01% | 717 |
|
|
2023
Q1 | $3.22K | Buy |
37
+3
| +9% | +$261 | ﹤0.01% | 723 |
|
|
2022
Q4 | $3.08K | Buy |
34
+13
| +62% | +$1.18K | ﹤0.01% | 722 |
|
|
2022
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 769 |
|
|
2022
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 786 |
|
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 779 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 839 |
|
|
2021
Q3 | $2K | Buy |
21
+9
| +75% | +$857 | ﹤0.01% | 817 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 860 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$5K | – | 694 |
|
|
2020
Q2 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 185 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$9K | – | 188 |
|
|
2019
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 141 |
|
|
2019
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 119 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 113 |
|
|
2018
Q3 | $9K | Sell |
200
-21
| -10% | -$945 | ﹤0.01% | 97 |
|
|
2018
Q2 | $10K | Buy |
+221
| New | +$10K | 0.01% | 98 |
|