Pineno Levin & Ford Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $376K | Buy |
3,830
+200
| +6% | +$19.6K | 0.11% | 92 |
|
|
2021
Q3 | $353K | Hold |
3,630
| – | – | 0.11% | 90 |
|
|
2021
Q2 | $333K | Hold |
3,630
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $282K | Buy |
3,630
+297
| +9% | +$23.1K | 0.1% | 95 |
|
|
2020
Q4 | $228K | Buy |
+3,333
| New | +$228K | 0.08% | 98 |
|
|
2019
Q4 | – | Sell |
-6,913
| Closed | -$295K | – | 105 |
|
|
2019
Q3 | $295K | Hold |
6,913
| – | – | 0.12% | 92 |
|
|
2019
Q2 | $303K | Hold |
6,913
| – | – | 0.12% | 88 |
|
|
2019
Q1 | $292K | Hold |
6,913
| – | – | 0.12% | 85 |
|
|
2018
Q4 | $274K | Hold |
6,913
| – | – | 0.12% | 84 |
|
|
2018
Q3 | $322K | Hold |
6,913
| – | – | 0.13% | 86 |
|
|
2018
Q2 | $328K | Hold |
6,913
| – | – | 0.14% | 84 |
|
|
2018
Q1 | $373K | Hold |
6,913
| – | – | 0.16% | 77 |
|
|
2017
Q4 | $363K | Buy |
+6,913
| New | +$363K | 0.15% | 82 |
|