Stelac Advisory Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,883
| Closed | -$332K | – | 143 |
|
|
2023
Q2 | $332K | Sell |
3,883
-168
| -4% | -$14.3K | 0.15% | 112 |
|
|
2023
Q1 | $356K | Buy |
4,051
+140
| +4% | +$12.3K | 0.15% | 104 |
|
|
2022
Q4 | $333K | Sell |
3,911
-276
| -7% | -$23.5K | 0.15% | 110 |
|
|
2022
Q3 | $331K | Sell |
4,187
-877
| -17% | -$69.3K | 0.15% | 110 |
|
|
2022
Q2 | $385K | Buy |
5,064
+3,141
| +163% | +$239K | 0.15% | 108 |
|
|
2022
Q1 | $168K | Sell |
1,923
-3,690
| -66% | -$322K | 0.06% | 126 |
|
|
2021
Q4 | $551K | Buy |
5,613
+345
| +7% | +$33.9K | 0.15% | 85 |
|
|
2021
Q3 | $513K | Buy |
5,268
+1,598
| +44% | +$156K | 0.14% | 109 |
|
|
2021
Q2 | $337K | Buy |
+3,670
| New | +$337K | 0.08% | 165 |
|
|
2018
Q4 | – | Sell |
-62,000
| Closed | -$2.89M | – | 125 |
|
|
2018
Q3 | $2.89M | Buy |
+62,000
| New | +$2.89M | 0.85% | 22 |
|