Money Concepts Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,127
| Closed | -$351K | – | 1969 |
|
|
2022
Q4 | $351K | Buy |
4,127
+3,324
| +414% | +$283K | 0.02% | 518 |
|
|
2022
Q3 | $63K | Buy |
803
+199
| +33% | +$15.6K | ﹤0.01% | 672 |
|
|
2022
Q2 | $46K | Sell |
604
-1,967
| -77% | -$150K | ﹤0.01% | 719 |
|
|
2022
Q1 | $225K | Buy |
+2,571
| New | +$225K | 0.01% | 680 |
|
|
2021
Q1 | $15K | Buy |
+197
| New | +$15K | ﹤0.01% | 636 |
|