Kore Private Wealth’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 | $248K | Sell |
3,141
-215
| -6% | -$17K | 0.04% | 218 |
|
|
2022
Q2 | $255K | Sell |
3,356
-344
| -9% | -$26.1K | 0.04% | 241 |
|
|
2022
Q1 | $323K | Buy |
3,700
+494
| +15% | +$43.1K | 0.04% | 231 |
|
|
2021
Q4 | $315K | Sell |
3,206
-4,214
| -57% | -$414K | 0.04% | 234 |
|
|
2021
Q3 | $722K | Buy |
7,420
+960
| +15% | +$93.4K | 0.08% | 193 |
|
|
2021
Q2 | $592K | Buy |
6,460
+900
| +16% | +$82.5K | 0.07% | 199 |
|
|
2021
Q1 | $432K | Buy |
5,560
+894
| +19% | +$69.5K | 0.06% | 206 |
|
|
2020
Q4 | $320K | Buy |
+4,666
| New | +$320K | 0.05% | 219 |
|
|
2020
Q3 | – | Sell |
-2,885
| Closed | -$139K | – | 780 |
|
|
2020
Q2 | $139K | Sell |
2,885
-1
| -0% | -$48 | 0.03% | 283 |
|
|
2020
Q1 | $98K | Buy |
2,886
+1,946
| +207% | +$66.1K | 0.02% | 315 |
|
|
2019
Q4 | $48K | Buy |
+940
| New | +$48K | 0.01% | 488 |
|
|
2019
Q2 | – | Sell |
-503
| Closed | -$21K | – | 585 |
|
|
2019
Q1 | $21K | Sell |
503
-89
| -15% | -$3.72K | ﹤0.01% | 503 |
|
|
2018
Q4 | $23K | Buy |
+592
| New | +$23K | 0.01% | 472 |
|