Sugarloaf Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-155
| Closed | -$13K | – | 829 |
|
|
2022
Q3 | $13K | Buy |
155
+3
| +2% | +$252 | ﹤0.01% | 480 |
|
|
2022
Q2 | $11K | Sell |
152
-783
| -84% | -$56.7K | ﹤0.01% | 501 |
|
|
2022
Q1 | $82K | Buy |
935
+801
| +598% | +$70.2K | 0.02% | 215 |
|
|
2021
Q4 | $13K | Hold |
134
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $13K | Sell |
134
-72
| -35% | -$6.99K | ﹤0.01% | 488 |
|
|
2021
Q2 | $19K | Sell |
206
-31
| -13% | -$2.86K | 0.01% | 419 |
|
|
2021
Q1 | $18 | Buy |
237
+103
| +77% | +$8 | 0.01% | 427 |
|
|
2020
Q4 | $9K | Hold |
134
| – | – | ﹤0.01% | 485 |
|
|
2020
Q3 | $6K | Hold |
134
| – | – | ﹤0.01% | 503 |
|
|
2020
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $5K | Hold |
134
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $7K | Buy |
+134
| New | +$7K | ﹤0.01% | 500 |
|