New Covenant Trust Company’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
2,962
-53
| -2% | -$7.46K | 0.37% | 41 |
|
|
2025
Q1 | $348K | Sell |
3,015
-98
| -3% | -$11.3K | 0.37% | 46 |
|
|
2024
Q4 | $391K | Sell |
3,113
-30
| -1% | -$3.77K | 0.39% | 41 |
|
|
2024
Q3 | $327K | Buy |
3,143
+246
| +8% | +$25.6K | 0.32% | 52 |
|
|
2024
Q2 | $296K | Sell |
2,897
-182
| -6% | -$18.6K | 0.34% | 50 |
|
|
2024
Q1 | $290K | Buy |
+3,079
| New | +$290K | 0.29% | 51 |
|