Stuart Chaussee & Associates’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-167
Closed -$14.2K 143
2022
Q4
$14.2K Hold
167
0.01% 85
2022
Q3
$13K Hold
167
0.03% 79
2022
Q2
$13K Hold
167
0.03% 85
2022
Q1
$15K Hold
167
0.01% 98
2021
Q4
$16K Hold
167
0.01% 94
2021
Q3
$16K Hold
167
0.02% 80
2021
Q2
$15K Hold
167
0.01% 91
2021
Q1
$13K Buy
+167
New +$13K 0.01% 109
2019
Q4
Sell
-384
Closed -$16K 132
2019
Q3
$16K Hold
384
0.01% 69
2019
Q2
$17K Hold
384
0.01% 69
2019
Q1
$16K Hold
384
0.01% 69
2018
Q4
$15K Hold
384
0.01% 53
2018
Q3
$18K Hold
384
0.01% 71
2018
Q2
$18K Buy
+384
New +$18K 0.01% 73
2018
Q1
Sell
-384
Closed -$20K 112
2017
Q4
$20K Hold
384
0.01% 55
2017
Q3
$19K Hold
384
0.01% 54
2017
Q2
$17K Hold
384
0.01% 49
2017
Q1
$16K Buy
+384
New +$16K 0.02% 52