Retirement Group’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 |
-58
| Closed | -$4.95K | – | 814 |
|
|
2023
Q2 | $4.95K | Hold |
58
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 494 |
|
|
2020
Q4 | – | Sell |
-187
| Closed | -$9K | – | 711 |
|
|
2020
Q3 | $9K | Buy |
187
+1
| +0.5% | +$48 | 0.01% | 429 |
|
|
2020
Q2 | $9K | Buy |
+186
| New | +$9K | 0.01% | 396 |
|
|
2019
Q4 | $9K | Buy |
+183
| New | +$9K | 0.01% | 394 |
|