Stiles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,910
| Closed | -$283K | – | 195 |
|
|
2024
Q2 | $283K | Sell |
2,910
-136
| -4% | -$13.2K | 0.11% | 149 |
|
|
2024
Q1 | $287K | Buy |
3,046
+28
| +0.9% | +$2.64K | 0.12% | 143 |
|
|
2023
Q4 | $281K | Buy |
3,018
+30
| +1% | +$2.8K | 0.13% | 143 |
|
|
2023
Q3 | $244K | Sell |
2,988
-34
| -1% | -$2.78K | 0.13% | 153 |
|
|
2023
Q2 | $258K | Buy |
3,022
+25
| +0.8% | +$2.14K | 0.13% | 158 |
|
|
2023
Q1 | $263K | Sell |
2,997
-104
| -3% | -$9.13K | 0.14% | 153 |
|
|
2022
Q4 | $264K | Buy |
3,101
+22
| +0.7% | +$1.87K | 0.15% | 149 |
|
|
2022
Q3 | $243K | Buy |
3,079
+83
| +3% | +$6.55K | 0.15% | 142 |
|
|
2022
Q2 | $228K | Buy |
2,996
+407
| +16% | +$31K | 0.14% | 144 |
|
|
2022
Q1 | $226K | Buy |
+2,589
| New | +$226K | 0.11% | 160 |
|