Pacifica Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-269
| Closed | -$22K | – | 489 |
|
|
2022
Q3 | $22K | Hold |
269
| – | – | 0.02% | 226 |
|
|
2022
Q2 | $21K | Hold |
269
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $24K | Hold |
269
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $28K | Hold |
269
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $28K | Hold |
269
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $24K | Hold |
269
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $21K | Buy |
+269
| New | +$21K | 0.02% | 197 |
|
|
2020
Q3 | – | Sell |
-230
| Closed | -$11K | – | 367 |
|
|
2020
Q2 | $11K | Buy |
+230
| New | +$11K | 0.01% | 222 |
|