Standard Family Office’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$55K | – | 286 |
|
|
2022
Q3 | $55K | Buy |
+700
| New | +$55K | 0.02% | 121 |
|
|
2021
Q3 | – | Sell |
-8,009
| Closed | -$734K | – | 359 |
|
|
2021
Q2 | $734K | Hold |
8,009
| – | – | 0.15% | 69 |
|
|
2021
Q1 | $622K | Hold |
8,009
| – | – | 0.15% | 57 |
|
|
2020
Q4 | $549K | Buy |
+8,009
| New | +$549K | 0.13% | 63 |
|