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 |
|