Private Ocean’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,268
| Closed | -$108K | – | 540 |
|
|
2023
Q2 | $108K | Buy |
+1,268
| New | +$108K | 0.01% | 189 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 606 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 592 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 675 |
|
|
2020
Q1 | – | Sell |
-775
| Closed | -$40K | – | 572 |
|
|
2019
Q4 | $40K | Buy |
775
+235
| +44% | +$12.1K | 0.01% | 269 |
|
|
2019
Q3 | $24K | Hold |
540
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $23K | Hold |
540
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $23K | Hold |
540
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $21K | Buy |
+540
| New | +$21K | 0.01% | 224 |
|