Pointe Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-858
| Closed | -$75.3K | – | 305 |
|
|
2023
Q1 | $75.3K | Buy |
+858
| New | +$75.3K | 0.05% | 207 |
|
|
2021
Q2 | – | Sell |
-131,877
| Closed | -$10.2M | – | 152 |
|
|
2021
Q1 | $10.2M | Buy |
+131,877
| New | +$10.2M | 7.26% | 1 |
|
|
2017
Q4 | – | Sell |
-62,600
| Closed | -$3.02M | – | 152 |
|
|
2017
Q3 | $3.02M | Hold |
62,600
| – | – | 2.22% | 8 |
|
|
2017
Q2 | $2.79M | Buy |
+62,600
| New | +$2.79M | 2% | 9 |
|