Nicholas Investment Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-78,224
| Closed | -$6.84M | – | 193 |
|
|
2022
Q1 | $6.84M | Sell |
78,224
-14,276
| -15% | -$1.25M | 0.49% | 76 |
|
|
2021
Q4 | $9.08M | Buy |
92,500
+2,500
| +3% | +$245K | 0.57% | 65 |
|
|
2021
Q3 | $8.76M | Hold |
90,000
| – | – | 0.64% | 61 |
|
|
2021
Q2 | $8.25M | Buy |
90,000
+65,000
| +260% | +$5.96M | 0.52% | 72 |
|
|
2021
Q1 | $1.94M | Buy |
+25,000
| New | +$1.94M | 0.14% | 144 |
|