Redwood Investment Management’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 |
-3,279
| Closed | -$306K | – | 368 |
|
|
2023
Q4 | $306K | Buy |
+3,279
| New | +$306K | 0.03% | 314 |
|
|
2023
Q1 | – | Sell |
-17,367
| Closed | -$1.48M | – | 265 |
|
|
2022
Q4 | $1.48M | Sell |
17,367
-1,581
| -8% | -$134K | 0.2% | 178 |
|
|
2022
Q3 | $1.5M | Buy |
+18,948
| New | +$1.5M | 0.31% | 52 |
|
|
2022
Q2 | – | Sell |
-16,598
| Closed | -$1.45M | – | 273 |
|
|
2022
Q1 | $1.45M | Buy |
16,598
+1,749
| +12% | +$153K | 0.22% | 83 |
|
|
2021
Q4 | $1.46M | Buy |
14,849
+11,800
| +387% | +$1.16M | 0.19% | 142 |
|
|
2021
Q3 | $297K | Buy |
+3,049
| New | +$297K | 0.04% | 251 |
|
|
2021
Q1 | – | Sell |
-46,293
| Closed | -$3.17M | – | 295 |
|
|
2020
Q4 | $3.17M | Sell |
46,293
-23,075
| -33% | -$1.58M | 0.53% | 27 |
|
|
2020
Q3 | $3.35M | Buy |
69,368
+51,985
| +299% | +$2.51M | 0.83% | 16 |
|
|
2020
Q2 | $840K | Buy |
+17,383
| New | +$840K | 0.24% | 85 |
|