Joule Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,158
| Closed | -$270K | – | 102 |
|
|
2023
Q2 | $270K | Buy |
3,158
+3
| +0.1% | +$256 | 0.14% | 85 |
|
|
2023
Q1 | $277K | Sell |
3,155
-517
| -14% | -$45.4K | 0.15% | 80 |
|
|
2022
Q4 | $312K | Sell |
3,672
-118
| -3% | -$10K | 0.21% | 69 |
|
|
2022
Q3 | $299K | Buy |
3,790
+245
| +7% | +$19.3K | 0.22% | 65 |
|
|
2022
Q2 | $270K | Buy |
+3,545
| New | +$270K | 0.21% | 62 |
|