SG
Swarthmore Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $349K | Sell |
4,593
-70,356
| -94% | -$5.35M | 0.14% | 17 |
|
|
2022
Q1 | $6.55M | Sell |
74,949
-817
| -1% | -$71.4K | 1.67% | 14 |
|
|
2021
Q4 | $7.44M | Sell |
75,766
-40,442
| -35% | -$3.97M | 1.77% | 19 |
|
|
2021
Q3 | $10.7M | Hold |
116,208
| – | – | 2.75% | 9 |
|
|
2021
Q2 | $10.7M | Sell |
116,208
-27,717
| -19% | -$2.54M | 2.75% | 9 |
|
|
2021
Q1 | $11.2M | Buy |
143,925
+132,425
| +1,152% | +$10.3M | 3.05% | 7 |
|
|
2020
Q4 | $788K | Buy |
+11,500
| New | +$788K | 3.01% | 12 |
|