M&G Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,036
| Closed | -$267K | – | 413 |
|
|
2023
Q1 | $267K | Hold |
3,036
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $258K | Hold |
3,036
| – | – | ﹤0.01% | 398 |
|
|
2022
Q3 | $240 | Sell |
3,036
-452
| -13% | -$36 | ﹤0.01% | 391 |
|
|
2022
Q2 | $265 | Sell |
3,488
-80
| -2% | -$6 | ﹤0.01% | 413 |
|
|
2022
Q1 | $310 | Sell |
3,568
-211
| -6% | -$18 | ﹤0.01% | 419 |
|
|
2021
Q4 | $370 | Sell |
3,779
-321,553
| -99% | -$31.5K | ﹤0.01% | 429 |
|
|
2021
Q3 | $31.6K | Sell |
325,332
-115,720
| -26% | -$11.2K | 0.08% | 155 |
|
|
2021
Q2 | $40.6K | Buy |
441,052
+436,879
| +10,469% | +$40.2K | 0.1% | 118 |
|
|
2021
Q1 | $325 | Sell |
4,173
-656
| -14% | -$51 | ﹤0.01% | 400 |
|
|
2020
Q4 | $333 | Sell |
4,829
-11,051
| -70% | -$762 | ﹤0.01% | 385 |
|
|
2020
Q3 | $762K | Buy |
+15,880
| New | +$762K | 0.01% | 317 |
|
|
2020
Q1 | – | Sell |
-4,834
| Closed | -$247K | – | 436 |
|
|
2019
Q4 | $247K | Buy |
+4,834
| New | +$247K | ﹤0.01% | 405 |
|