Nicola Wealth Management’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 |
-89,000
| Closed | -$7.78M | – | 150 |
|
|
2022
Q1 | $7.78M | Sell |
89,000
-57,000
| -39% | -$4.98M | 0.68% | 50 |
|
|
2021
Q4 | $14.3M | Hold |
146,000
| – | – | 1.35% | 25 |
|
|
2021
Q3 | $14.2M | Sell |
146,000
-32,000
| -18% | -$3.11M | 1.46% | 18 |
|
|
2021
Q2 | $16.3M | Sell |
178,000
-3,000
| -2% | -$275K | 1.67% | 14 |
|
|
2021
Q1 | $14.1M | Sell |
181,000
-10,000
| -5% | -$777K | 1.57% | 18 |
|
|
2020
Q4 | $13.1M | Buy |
+191,000
| New | +$13.1M | 1.63% | 16 |
|