Laurel Wealth Advisors (California)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $432K | Sell |
5,079
-306
| -6% | -$26K | 0.04% | 394 |
|
|
2022
Q3 | $425K | Sell |
5,385
-92
| -2% | -$7.26K | 0.05% | 381 |
|
|
2022
Q2 | $416K | Sell |
5,477
-139
| -2% | -$10.6K | 0.04% | 407 |
|
|
2022
Q1 | $491K | Sell |
5,616
-435
| -7% | -$38K | 0.04% | 417 |
|
|
2021
Q4 | $594K | Buy |
6,051
+2,347
| +63% | +$230K | 0.05% | 391 |
|
|
2021
Q3 | $360K | Sell |
3,704
-101
| -3% | -$9.82K | 0.07% | 297 |
|
|
2021
Q2 | $348K | Buy |
3,805
+619
| +19% | +$56.6K | 0.05% | 363 |
|
|
2021
Q1 | $247K | Buy |
+3,186
| New | +$247K | 0.04% | 395 |
|
|
2018
Q4 | – | Sell |
-12,028
| Closed | -$560K | – | 378 |
|
|
2018
Q3 | $560K | Buy |
12,028
+750
| +7% | +$34.9K | 0.14% | 166 |
|
|
2018
Q2 | $534K | Buy |
+11,278
| New | +$534K | 0.14% | 163 |
|