Johnson Financial Group LLC (Colorado)’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,038
Closed -$495K 70
2021
Q4
$495K Sell
5,038
-1,813
-26% -$178K 0.08% 35
2021
Q3
$666K Sell
6,851
-3,110
-31% -$302K 0.13% 24
2021
Q2
$913K Buy
9,961
+2,191
+28% +$201K 0.18% 22
2021
Q1
$603K Buy
+7,770
New +$603K 0.14% 21