JOYN Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-732
| Closed | -$29K | – | 908 |
|
|
2018
Q4 | $29K | Sell |
732
-572
| -44% | -$22.7K | 0.01% | 521 |
|
|
2018
Q3 | $61K | Buy |
1,304
+477
| +58% | +$22.3K | 0.01% | 347 |
|
|
2018
Q2 | $39K | Buy |
827
+688
| +495% | +$32.4K | 0.01% | 467 |
|
|
2018
Q1 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 794 |
|