PagnatoKarp Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,305
| Closed | -$220K | – | 181 |
|
|
2019
Q4 | $220K | Buy |
+4,305
| New | +$220K | 0.04% | 174 |
|
|
2019
Q2 | – | Sell |
-206
| Closed | -$9K | – | 193 |
|
|
2019
Q1 | $9K | Sell |
206
-57
| -22% | -$2.49K | ﹤0.01% | 174 |
|
|
2018
Q4 | $10K | Sell |
263
-165
| -39% | -$6.27K | ﹤0.01% | 154 |
|
|
2018
Q3 | $20K | Buy |
+428
| New | +$20K | 0.01% | 161 |
|