Sustainable Insight Capital 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
Q1 | – | Sell |
-2,208
| Closed | -$217K | – | 131 |
|
|
2021
Q4 | $217K | Sell |
2,208
-8
| -0.4% | -$786 | 0.12% | 112 |
|
|
2021
Q3 | $216K | Buy |
+2,216
| New | +$216K | 0.14% | 102 |
|
|
2021
Q2 | – | Sell |
-2,636
| Closed | -$205K | – | 139 |
|
|
2021
Q1 | $205K | Sell |
2,636
-406
| -13% | -$31.6K | 0.14% | 109 |
|
|
2020
Q4 | $208K | Buy |
+3,042
| New | +$208K | 0.14% | 108 |
|