Stamos Capital Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-115,890
| Closed | -$8.82M | – | 192 |
|
|
2022
Q2 | $8.82M | Buy |
115,890
+16,970
| +17% | +$1.29M | 2.67% | 13 |
|
|
2022
Q1 | $8.65M | Buy |
98,920
+44,920
| +83% | +$3.93M | 2.89% | 10 |
|
|
2021
Q4 | $5.3M | Buy |
+54,000
| New | +$5.3M | 2.46% | 16 |
|
|
2019
Q3 | – | Sell |
-22,800
| Closed | -$1M | – | 51 |
|
|
2019
Q2 | $1M | Sell |
22,800
-2,600
| -10% | -$114K | 1% | 26 |
|
|
2019
Q1 | $1.08M | Sell |
25,400
-50,800
| -67% | -$2.16M | 1.38% | 24 |
|
|
2018
Q4 | $3.02M | Buy |
+76,200
| New | +$3.02M | 2.28% | 12 |
|