Professional Financial Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-601
| Closed | -$47K | – | 315 |
|
|
2022
Q3 | $47K | Hold |
601
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $46K | Hold |
601
| – | – | 0.03% | 152 |
|
|
2022
Q1 | $53K | Hold |
601
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $59K | Hold |
601
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $58K | Hold |
601
| – | – | 0.03% | 133 |
|
|
2021
Q2 | $54K | Buy |
601
+76
| +14% | +$6.83K | 0.03% | 139 |
|
|
2021
Q1 | $41K | Hold |
525
| – | – | 0.03% | 141 |
|
|
2020
Q4 | $36K | Hold |
525
| – | – | 0.03% | 145 |
|
|
2020
Q3 | $25K | Buy |
+525
| New | +$25K | 0.02% | 151 |
|