SpiderRock Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16M | Buy |
153,713
+73,365
| +91% | +$7.65M | 0.25% | 49 |
|
|
2024
Q2 | $7.81M | Buy |
80,348
+22,285
| +38% | +$2.17M | 0.16% | 75 |
|
|
2024
Q1 | $5.11M | Buy |
+58,063
| New | +$5.11M | 0.13% | 108 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 192 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 388 |
|
|
2017
Q2 | – | Hold |
0
| – | -$1.27M | – | 504 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 10 |
|