SkyView Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-49
| Closed | -$4K | – | 369 |
|
|
2023
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $4K | Buy |
49
+18
| +58% | +$1.47K | ﹤0.01% | 521 |
|
|
2023
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 522 |
|
|
2022
Q2 | – | Sell |
-2,849
| Closed | -$240K | – | 610 |
|
|
2022
Q1 | $240K | Sell |
2,849
-1,613
| -36% | -$136K | 0.06% | 400 |
|
|
2021
Q4 | $438K | Buy |
4,462
+1,296
| +41% | +$127K | 0.1% | 246 |
|
|
2021
Q3 | $308K | Sell |
3,166
-104
| -3% | -$10.1K | 0.09% | 267 |
|
|
2021
Q2 | $254K | Hold |
3,270
| – | – | 0.12% | 166 |
|
|
2021
Q1 | $254K | Sell |
3,270
-261
| -7% | -$20.3K | 0.11% | 174 |
|
|
2020
Q4 | $242K | Buy |
+3,531
| New | +$242K | 0.11% | 176 |
|