SPX Gestao de Recursos’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 | – | Sell |
-34,500
| Closed | -$3.35M | – | 69 |
|
|
2024
Q2 | $3.35M | Sell |
34,500
-83,110
| -71% | -$8.08M | 0.5% | 34 |
|
|
2024
Q1 | $11.1M | Buy |
+117,610
| New | +$11.1M | 0.96% | 28 |
|
|
2021
Q1 | – | Sell |
-487,575
| Closed | -$33.4M | – | 63 |
|
|
2020
Q4 | $33.4M | Buy |
487,575
+186,575
| +62% | +$12.8M | 3.44% | 7 |
|
|
2020
Q3 | $14.6M | Buy |
301,000
+265,000
| +736% | +$12.8M | 1.59% | 19 |
|
|
2020
Q2 | $1.74M | Buy |
+36,000
| New | +$1.74M | 0.3% | 36 |
|
|
2014
Q3 | – | Sell |
-175,290
| Closed | -$5.67M | – | 37 |
|
|
2014
Q2 | $5.67M | Sell |
175,290
-19,500
| -10% | -$630K | 1.92% | 14 |
|
|
2014
Q1 | $6.07M | Sell |
194,790
-23,010
| -11% | -$717K | 2% | 12 |
|
|
2013
Q4 | $6.83M | Buy |
217,800
+11,800
| +6% | +$370K | 2.94% | 9 |
|
|
2013
Q3 | $5.55M | Buy |
206,000
+24,000
| +13% | +$647K | 1.74% | 7 |
|
|
2013
Q2 | $4.45M | Buy |
+182,000
| New | +$4.45M | 2.03% | 7 |
|