PrairieView Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-107
| Closed | -$10K | – | 399 |
|
|
2023
Q4 | $10K | Buy |
107
+2
| +2% | +$187 | ﹤0.01% | 273 |
|
|
2023
Q3 | $8K | Sell |
105
-94
| -47% | -$7.16K | ﹤0.01% | 299 |
|
|
2023
Q2 | $17K | Buy |
199
+1
| +0.5% | +$85 | ﹤0.01% | 280 |
|
|
2023
Q1 | $17K | Hold |
198
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $16K | Buy |
198
+1
| +0.5% | +$81 | ﹤0.01% | 281 |
|
|
2022
Q3 | $16K | Buy |
197
+1
| +0.5% | +$81 | ﹤0.01% | 271 |
|
|
2022
Q2 | $15K | Buy |
196
+1
| +0.5% | +$77 | ﹤0.01% | 289 |
|
|
2022
Q1 | $17K | Buy |
+195
| New | +$17K | ﹤0.01% | 287 |
|