Lee Capital Holdings’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
Sell
-40,000
Closed -$3.04M 49
2022
Q2
$3.04M Hold
40,000
2.38% 14
2022
Q1
$3.5M Buy
40,000
+15,000
+60% +$1.31M 1.96% 14
2021
Q4
$2.45M Buy
25,000
+10,000
+67% +$982K 1.28% 26
2021
Q3
$1.46M Buy
+15,000
New +$1.46M 0.77% 43