Paralel Advisors’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 |
-21,773
| Closed | -$2.05M | – | 126 |
|
|
2024
Q1 | $2.05M | Hold |
21,773
| – | – | 0.09% | 68 |
|
|
2023
Q4 | $2.03M | Hold |
21,773
| – | – | 0.1% | 65 |
|
|
2023
Q3 | $1.78M | Buy |
21,773
+238
| +1% | +$19.4K | 0.1% | 61 |
|
|
2023
Q2 | $1.84M | Buy |
21,535
+765
| +4% | +$65.3K | 0.1% | 65 |
|
|
2023
Q1 | $1.82M | Buy |
20,770
+546
| +3% | +$47.9K | 0.1% | 50 |
|
|
2022
Q4 | $1.72M | Buy |
+20,224
| New | +$1.72M | 0.1% | 49 |
|