JT Stratford LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,867
| Closed | -$218K | – | 211 |
|
|
2022
Q2 | $218K | Hold |
2,867
| – | – | 0.07% | 195 |
|
|
2022
Q1 | $251K | Sell |
2,867
-298
| -9% | -$26.1K | 0.07% | 182 |
|
|
2021
Q4 | $311K | Hold |
3,165
| – | – | 0.09% | 173 |
|
|
2021
Q3 | $308K | Sell |
3,165
-17
| -0.5% | -$1.65K | 0.09% | 169 |
|
|
2021
Q2 | $292K | Sell |
3,182
-66
| -2% | -$6.06K | 0.09% | 172 |
|
|
2021
Q1 | $252K | Hold |
3,248
| – | – | 0.09% | 172 |
|
|
2020
Q4 | $223K | Buy |
+3,248
| New | +$223K | 0.08% | 164 |
|