ORG Partners’s MORGAN STANLEY DEP SHARES EACH REPRESENTING 1/1,000TH OF SHARE OF FIXED TO FLOATING RATE SER E MS.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
4,547
| – | – | 0.02% | 404 |
|
|
2025
Q1 | $115K | Buy |
4,547
+1,000
| +28% | +$25.3K | 0.03% | 358 |
|
|
2024
Q4 | $89.5K | Buy |
3,547
+2,000
| +129% | +$50.5K | 0.01% | 444 |
|
|
2024
Q3 | $39.1K | Buy |
1,547
+1,500
| +3,191% | +$38K | 0.01% | 561 |
|
|
2024
Q2 | $1.18K | Hold |
47
| – | – | ﹤0.01% | 1552 |
|
|
2024
Q1 | $1.19K | Buy |
+47
| New | +$1.19K | ﹤0.01% | 429 |
|
|
2023
Q4 | – | Sell |
-47
| Closed | -$1.21K | – | 1266 |
|
|
2023
Q3 | $1.21K | Buy |
+47
| New | +$1.21K | ﹤0.01% | 1129 |
|