O'Dell Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-766
| Closed | -$71.4K | – | 338 |
|
|
2023
Q4 | $71.4K | Buy |
+766
| New | +$71.4K | 0.02% | 171 |
|
|
2023
Q3 | – | Sell |
-766
| Closed | -$65.4K | – | 325 |
|
|
2023
Q2 | $65.4K | Buy |
+766
| New | +$65.4K | 0.02% | 167 |
|
|
2022
Q1 | – | Sell |
-105
| Closed | -$10K | – | 556 |
|
|
2021
Q4 | $10K | Hold |
105
| – | – | ﹤0.01% | 306 |
|
|
2021
Q3 | $10K | Buy |
+105
| New | +$10K | ﹤0.01% | 294 |
|