Parkside Investments’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell	7,500 -500	-6%	-$70.4K	0.14%	64
2025 Q1	$933K	Buy	8,000 +2,000	+33%	+$233K	0.14%	66
2024 Q4	$754K	Sell	6,000 -6,000	-50%	-$754K	0.11%	70
2024 Q3	$1.25M	Buy	12,000 +2,000	+20%	+$208K	0.19%	56
2024 Q2	$972K	Sell	10,000 -2,000	-17%	-$194K	0.15%	63
2024 Q1	$1.13M	Hold	12,000	–	–	0.18%	62
2023 Q4	$1.12M	Buy	12,000 +4,000	+50%	+$373K	0.19%	62
2023 Q3	$653K	Buy	8,000 +1,000	+14%	+$81.7K	0.12%	70
2023 Q2	$598K	Hold	7,000	–	–	0.11%	70
2023 Q1	$615K	Sell	7,000 -8,000	-53%	-$702K	0.12%	75
2022 Q4	$1.28M	Hold	15,000	–	–	0.25%	57
2022 Q3	$1.19M	Buy	15,000 +3,000	+25%	+$237K	0.25%	53
2022 Q2	$912K	Sell	12,000 -2,400	-17%	-$182K	0.19%	62
2022 Q1	$1.26M	Buy	14,400 +2,400	+20%	+$210K	0.25%	60
2021 Q4	$1.18M	Buy	12,000 +3,000	+33%	+$294K	0.23%	61
2021 Q3	$875K	Sell	9,000 -6,000	-40%	-$583K	0.18%	66
2021 Q2	$1.38M	Sell	15,000 -3,000	-17%	-$275K	0.26%	63
2021 Q1	$1.4M	Hold	18,000	–	–	0.29%	64
2020 Q4	$1.23M	Hold	18,000	–	–	0.27%	66
2020 Q3	$870K	Hold	18,000	–	–	0.23%	73
2020 Q2	$869K	Hold	18,000	–	–	0.23%	75
2020 Q1	$612K	Buy	18,000 +2,000	+13%	+$68K	0.2%	78
2019 Q4	$817K	Sell	16,000 -76	-0.5%	-$3.88K	0.2%	78
2019 Q3	$686K	Hold	16,076	–	–	0.18%	74
2019 Q2	$704K	Buy	+16,076	New	+$704K	0.18%	80
2018 Q4	–	Sell	-76	Closed	-$3K	–	141
2018 Q3	$3K	Buy	+76	New	+$3K	﹤0.01%	148