Personal Capital Advisors’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 | $499K | Sell |
5,868
-371
| -6% | -$31.5K | ﹤0.01% | 298 |
|
|
2022
Q3 | $493K | Buy |
6,239
+444
| +8% | +$35.1K | ﹤0.01% | 287 |
|
|
2022
Q2 | $441K | Sell |
5,795
-156
| -3% | -$11.9K | ﹤0.01% | 286 |
|
|
2022
Q1 | $520K | Sell |
5,951
-374
| -6% | -$32.7K | ﹤0.01% | 301 |
|
|
2021
Q4 | $615K | Buy |
6,325
+386
| +6% | +$37.5K | ﹤0.01% | 302 |
|
|
2021
Q3 | $578K | Buy |
5,939
+929
| +19% | +$90.4K | ﹤0.01% | 291 |
|
|
2021
Q2 | $459K | Buy |
5,010
+254
| +5% | +$23.3K | ﹤0.01% | 323 |
|
|
2021
Q1 | $369K | Sell |
4,756
-1,268
| -21% | -$98.4K | ﹤0.01% | 353 |
|
|
2020
Q4 | $413K | Buy |
6,024
+210
| +4% | +$14.4K | ﹤0.01% | 325 |
|
|
2020
Q3 | $281K | Buy |
5,814
+1,524
| +36% | +$73.7K | ﹤0.01% | 340 |
|
|
2020
Q2 | $207K | Buy |
+4,290
| New | +$207K | ﹤0.01% | 343 |
|