Reliant 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
Q3 | – | Sell |
-2,405
| Closed | -$234K | – | 60 |
|
|
2024
Q2 | $234K | Sell |
2,405
-46,433
| -95% | -$4.51M | 0.11% | 51 |
|
|
2024
Q1 | $4.6M | Buy |
+48,838
| New | +$4.6M | 2.16% | 29 |
|
|
2022
Q2 | – | Sell |
-2,795
| Closed | -$244K | – | 57 |
|
|
2022
Q1 | $244K | Buy |
+2,795
| New | +$244K | 0.13% | 47 |
|
|
2021
Q3 | – | Sell |
-4,195
| Closed | -$385K | – | 59 |
|
|
2021
Q2 | $385K | Buy |
4,195
+1,080
| +35% | +$99.1K | 0.18% | 49 |
|
|
2021
Q1 | $242K | Sell |
3,115
-200
| -6% | -$15.5K | 0.12% | 54 |
|
|
2020
Q4 | $227K | Buy |
+3,315
| New | +$227K | 0.12% | 53 |
|
|
2020
Q2 | – | Sell |
-6,335
| Closed | -$215K | – | 51 |
|
|
2020
Q1 | $215K | Buy |
+6,335
| New | +$215K | 0.22% | 45 |
|