NWK Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,348
| Closed | -$795K | – | 75 |
|
|
2022
Q4 | $795K | Buy |
+9,348
| New | +$795K | 0.58% | 35 |
|
|
2022
Q1 | – | Sell |
-52,717
| Closed | -$5.18M | – | 84 |
|
|
2021
Q4 | $5.18M | Buy |
52,717
+550
| +1% | +$54K | 1.91% | 23 |
|
|
2021
Q3 | $5.08M | Buy |
52,167
+1,105
| +2% | +$108K | 2.01% | 21 |
|
|
2021
Q2 | $4.68M | Buy |
51,062
+108
| +0.2% | +$9.9K | 1.87% | 22 |
|
|
2021
Q1 | $3.96M | Sell |
50,954
-463
| -0.9% | -$36K | 1.73% | 25 |
|
|
2020
Q4 | $3.52M | Buy |
+51,417
| New | +$3.52M | 1.51% | 29 |
|