SMG
Spectrum Management Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.55M | Buy |
44,973
+15,190
| +51% | +$1.2M | 0.77% | 37 |
|
|
2022
Q2 | $2.27M | Sell |
29,783
-31,258
| -51% | -$2.38M | 0.53% | 47 |
|
|
2022
Q1 | $5.34M | Sell |
61,041
-24,433
| -29% | -$2.14M | 0.85% | 35 |
|
|
2021
Q4 | $8.39M | Sell |
85,474
-435
| -0.5% | -$42.7K | 1.21% | 23 |
|
|
2021
Q3 | $8.36M | Buy |
85,909
+29,640
| +53% | +$2.88M | 1.32% | 20 |
|
|
2021
Q2 | $5.16M | Buy |
56,269
+5,583
| +11% | +$512K | 0.91% | 33 |
|
|
2021
Q1 | $3.94M | Buy |
+50,686
| New | +$3.94M | 0.78% | 41 |
|