Squar Milner Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,856
| Closed | -$131K | – | 526 |
|
|
2020
Q1 | $131K | Buy |
3,856
+5
| +0.1% | +$170 | 0.08% | 219 |
|
|
2019
Q4 | $196K | Sell |
3,851
-289
| -7% | -$14.7K | 0.1% | 203 |
|
|
2019
Q3 | $200K | Buy |
4,140
+628
| +18% | +$30.3K | 0.1% | 215 |
|
|
2019
Q2 | $154K | Sell |
3,512
-512
| -13% | -$22.5K | 0.1% | 199 |
|
|
2019
Q1 | $169K | Buy |
4,024
+97
| +2% | +$4.07K | 0.12% | 185 |
|
|
2018
Q4 | $156K | Buy |
3,927
+2
| +0.1% | +$79 | 0.15% | 163 |
|
|
2018
Q3 | $183K | Buy |
3,925
+1
| +0% | +$47 | 0.16% | 167 |
|
|
2018
Q2 | $186K | Buy |
3,924
+2
| +0.1% | +$95 | 0.16% | 169 |
|
|
2018
Q1 | $212K | Buy |
3,922
+287
| +8% | +$15.5K | 0.27% | 143 |
|
|
2017
Q4 | $209K | Buy |
+3,635
| New | +$209K | 0.25% | 148 |
|