Strategic Wealth Management Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $365K | Sell |
3,985
-696
| -15% | -$63.7K | 0.13% | 84 |
|
|
2021
Q1 | $364K | Buy |
4,681
+75
| +2% | +$5.83K | 0.14% | 88 |
|
|
2020
Q4 | $316K | Buy |
4,606
+341
| +8% | +$23.4K | 0.14% | 86 |
|
|
2020
Q3 | $206K | Buy |
4,265
+23
| +0.5% | +$1.11K | 0.1% | 111 |
|
|
2020
Q2 | $205K | Buy |
+4,242
| New | +$205K | 0.12% | 94 |
|
|
2020
Q1 | – | Sell |
-4,309
| Closed | -$220K | – | 100 |
|
|
2019
Q4 | $220K | Buy |
+4,309
| New | +$220K | 0.14% | 88 |
|
|
2019
Q3 | – | Sell |
-4,762
| Closed | -$209K | – | 86 |
|
|
2019
Q2 | $209K | Sell |
4,762
-3
| -0.1% | -$132 | 0.16% | 79 |
|
|
2019
Q1 | $201K | Buy |
+4,765
| New | +$201K | 0.16% | 79 |
|