Stableford Capital II’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,109
| Closed | -$798K | – | 127 |
|
|
2022
Q4 | $798K | Sell |
9,109
-136
| -1% | -$11.9K | 0.43% | 61 |
|
|
2022
Q3 | $732K | Sell |
9,245
-683
| -7% | -$54.1K | 0.35% | 74 |
|
|
2022
Q2 | $855K | Buy |
+9,928
| New | +$855K | 0.4% | 61 |
|
|
2022
Q1 | – | Sell |
-8,871
| Closed | -$870K | – | 129 |
|
|
2021
Q4 | $870K | Buy |
8,871
+3,703
| +72% | +$363K | 0.37% | 77 |
|
|
2021
Q3 | $522K | Buy |
+5,168
| New | +$522K | 0.26% | 89 |
|