MPS Loria Financial Planners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,239
| Closed | -$96K | – | 404 |
|
|
2021
Q1 | $96K | Buy |
1,239
+5
| +0.4% | +$387 | 0.04% | 116 |
|
|
2020
Q4 | $84K | Buy |
1,234
+1,079
| +696% | +$73.4K | 0.04% | 126 |
|
|
2020
Q3 | $8K | Buy |
155
+1
| +0.6% | +$52 | ﹤0.01% | 249 |
|
|
2020
Q2 | $7K | Buy |
+154
| New | +$7K | ﹤0.01% | 268 |
|
|
2017
Q3 | – | Sell |
-143
| Closed | -$7K | – | 246 |
|
|
2017
Q2 | $7K | Buy |
+143
| New | +$7K | ﹤0.01% | 315 |
|