Marquette Asset 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
Q4 | – | Sell |
-155
| Closed | -$12.7K | – | 258 |
|
|
2023
Q3 | $12.7K | Hold |
155
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $13.2K | Buy |
+155
| New | +$13.2K | ﹤0.01% | 212 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 332 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 326 |
|
|
2019
Q2 | – | Sell |
-140
| Closed | -$6K | – | 281 |
|
|
2019
Q1 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 274 |
|