Opus Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,000
| Closed | -$1.79M | – | 62 |
|
|
2023
Q2 | $1.79M | Hold |
21,000
| – | – | 0.64% | 51 |
|
|
2023
Q1 | $1.84M | Hold |
21,000
| – | – | 0.67% | 50 |
|
|
2022
Q4 | $1.79M | Hold |
21,000
| – | – | 0.64% | 52 |
|
|
2022
Q3 | $1.66M | Hold |
21,000
| – | – | 0.39% | 75 |
|
|
2022
Q2 | $1.6M | Buy |
21,000
+6,000
| +40% | +$456K | 0.35% | 76 |
|
|
2022
Q1 | $1.31M | Buy |
+15,000
| New | +$1.31M | 0.2% | 86 |
|