Sowa Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-794
| Closed | -$54K | – | 166 |
|
2020
Q4 | $54K | Hold |
794
| – | – | 0.04% | 130 |
|
2020
Q3 | $38K | Hold |
794
| – | – | 0.03% | 138 |
|
2020
Q2 | $38K | Hold |
794
| – | – | 0.03% | 134 |
|
2020
Q1 | $27K | Hold |
794
| – | – | 0.02% | 140 |
|
2019
Q4 | $41K | Buy |
+794
| New | +$41K | 0.03% | 130 |
|