Lloyd Advisory Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,198
| Closed | -$588K | – | 262 |
|
|
2023
Q3 | $588K | Buy |
+7,198
| New | +$588K | 0.19% | 120 |
|
|
2022
Q2 | – | Sell |
-823
| Closed | -$72K | – | 392 |
|
|
2022
Q1 | $72K | Sell |
823
-19
| -2% | -$1.66K | 0.03% | 190 |
|
|
2021
Q4 | $83K | Buy |
842
+316
| +60% | +$31.2K | 0.04% | 151 |
|
|
2021
Q3 | $51K | Sell |
526
-71
| -12% | -$6.88K | 0.03% | 158 |
|
|
2021
Q2 | $55K | Sell |
597
-10
| -2% | -$921 | 0.03% | 145 |
|
|
2021
Q1 | $47K | Sell |
607
-132
| -18% | -$10.2K | 0.03% | 140 |
|
|
2020
Q4 | $51K | Buy |
739
+10
| +1% | +$690 | 0.03% | 117 |
|
|
2020
Q3 | $35K | Sell |
729
-74
| -9% | -$3.55K | 0.02% | 123 |
|
|
2020
Q2 | $39K | Sell |
803
-4
| -0.5% | -$194 | 0.02% | 120 |
|
|
2020
Q1 | $27K | Buy |
807
+8
| +1% | +$268 | 0.02% | 133 |
|
|
2019
Q4 | $41K | Buy |
+799
| New | +$41K | 0.04% | 139 |
|