Round Table Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $387K | Buy |
4,893
+14
| +0.3% | +$1.11K | 0.08% | 92 |
|
|
2022
Q2 | $371K | Buy |
4,879
+1,779
| +57% | +$135K | 0.07% | 94 |
|
|
2022
Q1 | $271K | Sell |
3,100
-220
| -7% | -$19.2K | 0.05% | 136 |
|
|
2021
Q4 | $326K | Sell |
3,320
-150
| -4% | -$14.7K | 0.06% | 107 |
|
|
2021
Q3 | $338K | Buy |
3,470
+370
| +12% | +$36K | 0.07% | 90 |
|
|
2021
Q2 | $284K | Hold |
3,100
| – | – | 0.06% | 95 |
|
|
2021
Q1 | $241K | Buy |
+3,100
| New | +$241K | 0.06% | 100 |
|