KG&L Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,605
| Closed | -$294K | – | 177 |
|
|
2023
Q3 | $294K | Sell |
3,605
-1,159
| -24% | -$94.7K | 0.14% | 121 |
|
|
2023
Q2 | $407K | Sell |
4,764
-546
| -10% | -$46.6K | 0.2% | 93 |
|
|
2023
Q1 | $466K | Buy |
5,310
+2,084
| +65% | +$183K | 0.24% | 81 |
|
|
2022
Q4 | $274K | Sell |
3,226
-1,425
| -31% | -$121K | 0.16% | 107 |
|
|
2022
Q3 | $367K | Sell |
4,651
-585
| -11% | -$46.2K | 0.21% | 89 |
|
|
2022
Q2 | $398K | Buy |
5,236
+2,079
| +66% | +$158K | 0.21% | 87 |
|
|
2022
Q1 | $276K | Buy |
+3,157
| New | +$276K | 0.12% | 116 |
|