Little House Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,380
| Closed | -$558K | – | 137 |
|
|
2022
Q1 | $558K | Buy |
6,380
+1,662
| +35% | +$145K | 0.29% | 96 |
|
|
2021
Q4 | $463K | Buy |
4,718
+883
| +23% | +$86.7K | 0.24% | 97 |
|
|
2021
Q3 | $373K | Sell |
3,835
-1,392
| -27% | -$135K | 0.22% | 105 |
|
|
2021
Q2 | $479K | Buy |
+5,227
| New | +$479K | 0.26% | 101 |
|
|
2021
Q1 | – | Sell |
-5,073
| Closed | -$347K | – | 133 |
|
|
2020
Q4 | $347K | Buy |
+5,073
| New | +$347K | 0.26% | 79 |
|
|
2019
Q2 | – | Sell |
-159
| Closed | -$6K | – | 210 |
|
|
2019
Q1 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 268 |
|