Next Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $303K | Buy |
3,080
+762
| +33% | +$75K | 0.02% | 728 |
|
|
2021
Q3 | $225K | Sell |
2,318
-2,594
| -53% | -$252K | 0.02% | 785 |
|
|
2021
Q2 | $450K | Buy |
4,912
+538
| +12% | +$49.3K | 0.04% | 509 |
|
|
2021
Q1 | $340K | Buy |
4,374
+383
| +10% | +$29.8K | 0.03% | 567 |
|
|
2020
Q4 | $273K | Buy |
3,991
+1,224
| +44% | +$83.7K | 0.03% | 598 |
|
|
2020
Q3 | $134K | Buy |
+2,767
| New | +$134K | 0.01% | 757 |
|
|
2020
Q2 | – | Sell |
-1,959
| Closed | -$67K | – | 1399 |
|
|
2020
Q1 | $67K | Buy |
1,959
+580
| +42% | +$19.8K | 0.01% | 894 |
|
|
2019
Q4 | $70K | Sell |
1,379
-992
| -42% | -$50.4K | 0.01% | 1076 |
|
|
2019
Q3 | $101K | Hold |
2,371
| – | – | 0.01% | 905 |
|
|
2019
Q2 | $104K | Buy |
2,371
+892
| +60% | +$39.1K | 0.01% | 901 |
|
|
2019
Q1 | $62K | Sell |
1,479
-1,359
| -48% | -$57K | 0.02% | 668 |
|
|
2018
Q4 | $113K | Sell |
2,838
-753
| -21% | -$30K | 0.02% | 558 |
|
|
2018
Q3 | $167K | Sell |
3,591
-1,064
| -23% | -$49.5K | 0.08% | 241 |
|
|
2018
Q2 | $221K | Sell |
4,655
-1,839
| -28% | -$87.3K | 0.08% | 250 |
|
|
2018
Q1 | $350K | Sell |
6,494
-536
| -8% | -$28.9K | 0.07% | 267 |
|
|
2017
Q4 | $369K | Sell |
7,030
-3,170
| -31% | -$166K | 0.16% | 168 |
|
|
2017
Q3 | $493K | Buy |
10,200
+697
| +7% | +$33.7K | 0.14% | 167 |
|
|
2017
Q2 | $423K | Sell |
9,503
-214
| -2% | -$9.53K | 0.1% | 212 |
|
|
2017
Q1 | $421K | Sell |
9,717
-5,262
| -35% | -$228K | 0.12% | 191 |
|
|
2016
Q4 | $633K | Sell |
14,979
-685
| -4% | -$28.9K | 0.11% | 210 |
|
|
2016
Q3 | $502K | Buy |
15,664
+3,124
| +25% | +$100K | 0.09% | 241 |
|
|
2016
Q2 | $325K | Buy |
12,540
+2,632
| +27% | +$68.2K | 0.1% | 202 |
|
|
2016
Q1 | $247K | Sell |
9,908
-99
| -1% | -$2.47K | 0.09% | 236 |
|
|
2015
Q4 | $318K | Sell |
10,007
-596
| -6% | -$18.9K | 0.12% | 174 |
|
|
2015
Q3 | $333K | Sell |
10,603
-1,462
| -12% | -$45.9K | 0.12% | 191 |
|
|
2015
Q2 | $467K | Sell |
12,065
-180
| -1% | -$6.97K | 0.16% | 141 |
|
|
2015
Q1 | $437K | Buy |
12,245
+34
| +0.3% | +$1.21K | 0.14% | 156 |
|
|
2014
Q4 | $474K | Sell |
12,211
-2,078
| -15% | -$80.7K | 0.16% | 144 |
|
|
2014
Q3 | $494K | Buy |
+14,289
| New | +$494K | 0.1% | 239 |
|