MAM
Myriad Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-128,804
| Closed | -$12.6M | – | 109 |
|
|
2021
Q4 | $12.6M | Sell |
128,804
-8,500
| -6% | -$834K | 1.37% | 20 |
|
|
2021
Q3 | $13.4M | Buy |
137,304
+28,200
| +26% | +$2.74M | 1.38% | 17 |
|
|
2021
Q2 | $10M | Buy |
+109,104
| New | +$10M | 0.75% | 27 |
|