Private Capital Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $392K | Buy |
5,159
+46
| +0.9% | +$3.5K | 0.3% | 57 |
|
|
2022
Q1 | $447K | Buy |
5,113
+518
| +11% | +$45.3K | 0.1% | 129 |
|
|
2021
Q4 | $451K | Sell |
4,595
-2,128
| -32% | -$209K | 0.1% | 135 |
|
|
2021
Q3 | $654K | Sell |
6,723
-11
| -0.2% | -$1.07K | 0.15% | 96 |
|
|
2021
Q2 | $618K | Buy |
6,734
+507
| +8% | +$46.5K | 0.14% | 95 |
|
|
2021
Q1 | $484K | Sell |
6,227
-2,711
| -30% | -$211K | 0.12% | 112 |
|
|
2020
Q4 | $613K | Buy |
8,938
+2,040
| +30% | +$140K | 0.11% | 138 |
|
|
2020
Q3 | $334K | Buy |
6,898
+363
| +6% | +$17.6K | 0.07% | 193 |
|
|
2020
Q2 | $316K | Buy |
6,535
+432
| +7% | +$20.9K | 0.07% | 198 |
|
|
2020
Q1 | $208K | Buy |
6,103
+817
| +15% | +$27.8K | 0.05% | 241 |
|
|
2019
Q4 | $270K | Sell |
5,286
-1,241
| -19% | -$63.4K | 0.06% | 211 |
|
|
2019
Q3 | $279K | Buy |
6,527
+874
| +15% | +$37.4K | 0.05% | 217 |
|
|
2019
Q2 | $268K | Sell |
5,653
-594
| -10% | -$28.2K | 0.06% | 192 |
|
|
2019
Q1 | $264K | Buy |
6,247
+411
| +7% | +$17.4K | 0.05% | 221 |
|
|
2018
Q4 | $231K | Sell |
5,836
-168
| -3% | -$6.65K | 0.05% | 213 |
|
|
2018
Q3 | $279K | Buy |
6,004
+66
| +1% | +$3.07K | 0.06% | 202 |
|
|
2018
Q2 | $281K | Buy |
5,938
+128
| +2% | +$6.06K | 0.06% | 197 |
|
|
2018
Q1 | $314K | Buy |
5,810
+905
| +18% | +$48.9K | 0.07% | 174 |
|
|
2017
Q4 | $257 | Buy |
+4,905
| New | +$257 | 0.06% | 201 |
|