Mid Atlantic Financial Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $318K | Sell |
3,271
-33
| -1% | -$3.21K | 0.02% | 637 |
|
|
2021
Q2 | $303K | Sell |
3,304
-431
| -12% | -$39.5K | 0.02% | 661 |
|
|
2021
Q1 | $290K | Buy |
+3,735
| New | +$290K | 0.02% | 644 |
|
|
2019
Q3 | – | Sell |
-5,593
| Closed | -$245K | – | 740 |
|
|
2019
Q2 | $245K | Sell |
5,593
-3,315
| -37% | -$145K | 0.03% | 578 |
|
|
2019
Q1 | $376K | Sell |
8,908
-205
| -2% | -$8.65K | 0.04% | 441 |
|
|
2018
Q4 | $361K | Buy |
+9,113
| New | +$361K | 0.04% | 426 |
|