Sendero Wealth Management’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 |
-5,499
| Closed | -$483K | – | 153 |
|
|
2023
Q1 | $483K | Sell |
5,499
-2,055
| -27% | -$180K | 0.15% | 69 |
|
|
2022
Q4 | $642K | Sell |
7,554
-1,026
| -12% | -$87.2K | 0.23% | 68 |
|
|
2022
Q3 | $678K | Buy |
8,580
+2,263
| +36% | +$179K | 0.28% | 56 |
|
|
2022
Q2 | $480K | Buy |
6,317
+2,674
| +73% | +$203K | 0.46% | 52 |
|
|
2022
Q1 | $318K | Sell |
3,643
-1,311
| -26% | -$114K | 0.15% | 72 |
|
|
2021
Q4 | $486K | Buy |
+4,954
| New | +$486K | 0.22% | 57 |
|