Oliver Lagore Vanvalin Investment 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
Q2 | – | Sell |
-118
| Closed | -$11.1K | – | 786 |
|
|
2024
Q1 | $11.1K | Hold |
118
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $11K | Sell |
118
-248
| -68% | -$23.1K | ﹤0.01% | 392 |
|
|
2023
Q3 | $29.9K | Sell |
366
-2
| -0.5% | -$163 | 0.01% | 293 |
|
|
2023
Q2 | $31.4K | Sell |
368
-68
| -16% | -$5.81K | 0.01% | 306 |
|
|
2023
Q1 | $38.3K | Hold |
436
| – | – | 0.02% | 213 |
|
|
2022
Q4 | $37.1K | Sell |
436
-4
| -0.9% | -$340 | 0.02% | 208 |
|
|
2022
Q3 | $35K | Buy |
440
+68
| +18% | +$5.41K | 0.02% | 196 |
|
|
2022
Q2 | $28K | Buy |
372
+4
| +1% | +$301 | 0.02% | 230 |
|
|
2022
Q1 | $32K | Buy |
+368
| New | +$32K | 0.02% | 207 |
|