Regal Wealth Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,568
| Closed | -$107K | – | 260 |
|
|
2020
Q4 | $107K | Hold |
1,568
| – | – | 0.07% | 61 |
|
|
2020
Q3 | $76K | Hold |
1,568
| – | – | 0.06% | 68 |
|
|
2020
Q2 | $76K | Hold |
1,568
| – | – | 0.06% | 65 |
|
|
2020
Q1 | $53K | Hold |
1,568
| – | – | 0.05% | 67 |
|
|
2019
Q4 | $80K | Hold |
1,568
| – | – | 0.05% | 66 |
|
|
2019
Q3 | $67K | Hold |
1,568
| – | – | 0.05% | 65 |
|
|
2019
Q2 | $69K | Hold |
1,568
| – | – | 0.05% | 70 |
|
|
2019
Q1 | $66K | Hold |
1,568
| – | – | 0.05% | 69 |
|
|
2018
Q4 | $62K | Hold |
1,568
| – | – | 0.06% | 64 |
|
|
2018
Q3 | $73K | Hold |
1,568
| – | – | 0.05% | 64 |
|
|
2018
Q2 | $74K | Hold |
1,568
| – | – | 0.08% | 64 |
|
|
2018
Q1 | $85K | Hold |
1,568
| – | – | 0.07% | 58 |
|
|
2017
Q4 | $82K | Hold |
1,568
| – | – | 0.06% | 61 |
|
|
2017
Q3 | $76K | Hold |
1,568
| – | – | 0.06% | 61 |
|
|
2017
Q2 | $70K | Hold |
1,568
| – | – | 0.05% | 63 |
|
|
2017
Q1 | $67K | Hold |
1,568
| – | – | 0.05% | 65 |
|
|
2016
Q4 | $66K | Hold |
1,568
| – | – | 0.05% | 64 |
|
|
2016
Q3 | $50K | Hold |
1,568
| – | – | 0.05% | 63 |
|
|
2016
Q2 | $41K | Hold |
1,568
| – | – | 0.04% | 69 |
|
|
2016
Q1 | $39K | Hold |
1,568
| – | – | 0.04% | 70 |
|
|
2015
Q4 | $50K | Buy |
+1,568
| New | +$50K | 0.05% | 63 |
|