Morgan Stanley’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30,884
| Closed | -$857K | – | 7975 |
|
|
2022
Q4 | $857K | Buy |
30,884
+9,058
| +42% | +$251K | ﹤0.01% | 4946 |
|
|
2022
Q3 | $566K | Buy |
21,826
+13,271
| +155% | +$344K | ﹤0.01% | 5209 |
|
|
2022
Q2 | $171K | Buy |
8,555
+5,766
| +207% | +$115K | ﹤0.01% | 5976 |
|
|
2022
Q1 | $63K | Buy |
2,789
+2,357
| +546% | +$53.2K | ﹤0.01% | 6597 |
|
|
2021
Q4 | $9K | Sell |
432
-1,929
| -82% | -$40.2K | ﹤0.01% | 7515 |
|
|
2021
Q3 | $44K | Sell |
2,361
-978
| -29% | -$18.2K | ﹤0.01% | 6781 |
|
|
2021
Q2 | $60K | Sell |
3,339
-1,154
| -26% | -$20.7K | ﹤0.01% | 6599 |
|
|
2021
Q1 | $82K | Sell |
4,493
-9,580
| -68% | -$175K | ﹤0.01% | 6117 |
|
|
2020
Q4 | $217K | Buy |
14,073
+7,272
| +107% | +$112K | ﹤0.01% | 5548 |
|
|
2020
Q3 | $91K | Sell |
6,801
-1,411
| -17% | -$18.9K | ﹤0.01% | 5469 |
|
|
2020
Q2 | $114K | Buy |
8,212
+7,148
| +672% | +$99.2K | ﹤0.01% | 5344 |
|
|
2020
Q1 | $17K | Buy |
+1,064
| New | +$17K | ﹤0.01% | 5874 |
|