SM
SG3 Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,000
| Closed | -$1.17M | – | 546 |
|
|
2021
Q3 | $1.17M | Buy |
+12,000
| New | +$1.17M | 0.04% | 60 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 606 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 505 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 437 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 315 |
|
|
2019
Q3 | – | Sell |
-74,000
| Closed | -$3.24M | – | 197 |
|
|
2019
Q2 | $3.24M | Buy |
+74,000
| New | +$3.24M | 0.36% | 3 |
|
|
2017
Q1 | – | Sell |
-1,600
| Closed | -$68K | – | 148 |
|
|
2016
Q4 | $68K | Buy |
+1,600
| New | +$68K | 0.01% | 48 |
|