MRA Advisory Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,261
| Closed | -$213K | – | 117 |
|
|
2024
Q1 | $213K | Buy |
+2,261
| New | +$213K | 0.13% | 91 |
|
|
2023
Q1 | – | Sell |
-5,566
| Closed | -$473K | – | 142 |
|
|
2022
Q4 | $473K | Sell |
5,566
-578
| -9% | -$49.1K | 0.37% | 60 |
|
|
2022
Q3 | $482K | Buy |
6,144
+397
| +7% | +$31.1K | 0.41% | 54 |
|
|
2022
Q2 | $437K | Sell |
5,747
-157
| -3% | -$11.9K | 0.38% | 59 |
|
|
2022
Q1 | $516K | Buy |
5,904
+308
| +6% | +$26.9K | 0.39% | 56 |
|
|
2021
Q4 | $549K | Buy |
5,596
+1,105
| +25% | +$108K | 0.42% | 52 |
|
|
2021
Q3 | $437K | Buy |
4,491
+469
| +12% | +$45.6K | 0.37% | 65 |
|
|
2021
Q2 | $369K | Buy |
+4,022
| New | +$369K | 0.32% | 69 |
|