Karpas Strategies’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 |
-2,351
| Closed | -$201K | – | 115 |
|
|
2023
Q2 | $201K | Buy |
2,351
+17
| +0.7% | +$1.45K | 0.07% | 118 |
|
|
2023
Q1 | $205K | Buy |
+2,334
| New | +$205K | 0.07% | 118 |
|
|
2022
Q2 | – | Sell |
-2,332
| Closed | -$204K | – | 120 |
|
|
2022
Q1 | $204K | Buy |
2,332
+12
| +0.5% | +$1.05K | 0.06% | 121 |
|
|
2021
Q4 | $228K | Hold |
2,320
| – | – | 0.07% | 115 |
|
|
2021
Q3 | $243K | Hold |
2,320
| – | – | 0.08% | 106 |
|
|
2021
Q2 | $213K | Buy |
+2,320
| New | +$213K | 0.08% | 112 |
|