Schubert & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-152
| Closed | -$13.3K | – | 950 |
|
|
2023
Q1 | $13.3K | Sell |
152
-19
| -11% | -$1.67K | 0.01% | 178 |
|
|
2022
Q4 | $14.5K | Hold |
171
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $14K | Buy |
171
+92
| +116% | +$7.53K | 0.01% | 144 |
|
|
2022
Q2 | $6K | Buy |
79
+28
| +55% | +$2.13K | 0.01% | 301 |
|
|
2022
Q1 | $4K | Buy |
51
+21
| +70% | +$1.65K | ﹤0.01% | 217 |
|
|
2021
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 241 |
|