L.J. Altfest & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,002
| Closed | -$754K | – | 288 |
|
|
2020
Q4 | $754K | Sell |
11,002
-477
| -4% | -$32.7K | 0.18% | 100 |
|
|
2020
Q3 | $555K | Buy |
11,479
+2,295
| +25% | +$111K | 0.15% | 111 |
|
|
2020
Q2 | $444K | Buy |
9,184
+1,881
| +26% | +$90.9K | 0.13% | 124 |
|
|
2020
Q1 | $248K | Buy |
+7,303
| New | +$248K | 0.08% | 153 |
|