Perennial Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-168
| Closed | -$15K | – | 202 |
|
|
2021
Q2 | $15K | Hold |
168
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $13K | Hold |
168
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $12K | Buy |
+168
| New | +$12K | ﹤0.01% | 197 |
|
|
2020
Q3 | – | Sell |
-168
| Closed | -$8K | – | 155 |
|
|
2020
Q2 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 193 |
|
|
2019
Q1 | – | Sell |
-168
| Closed | -$7K | – | 145 |
|
|
2018
Q4 | $7K | Hold |
168
| – | – | ﹤0.01% | 176 |
|
|
2018
Q3 | $8K | Hold |
168
| – | – | ﹤0.01% | 173 |
|
|
2018
Q2 | $8K | Hold |
168
| – | – | ﹤0.01% | 173 |
|
|
2018
Q1 | $9K | Hold |
168
| – | – | 0.01% | 169 |
|
|
2017
Q4 | $9K | Hold |
168
| – | – | 0.01% | 179 |
|
|
2017
Q3 | $8K | Hold |
168
| – | – | 0.01% | 173 |
|
|
2017
Q2 | $7K | Sell |
168
-82
| -33% | -$3.42K | 0.01% | 182 |
|
|
2017
Q1 | $11K | Hold |
250
| – | – | 0.01% | 150 |
|
|
2016
Q4 | $11K | Buy |
+250
| New | +$11K | 0.01% | 160 |
|