SA
Syntax Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $237K | Buy |
2,902
+60
| +2% | +$4.9K | 0.21% | 119 |
|
|
2023
Q2 | $243K | Buy |
2,842
+16
| +0.6% | +$1.37K | 0.2% | 136 |
|
|
2023
Q1 | $248K | Sell |
2,826
-43
| -1% | -$3.78K | 0.19% | 158 |
|
|
2022
Q4 | $244K | Sell |
2,869
-185
| -6% | -$15.7K | 0.2% | 137 |
|
|
2022
Q3 | $241K | Sell |
3,054
-244
| -7% | -$19.3K | 0.21% | 131 |
|
|
2022
Q2 | $251K | Buy |
3,298
+436
| +15% | +$33.2K | 0.21% | 120 |
|
|
2022
Q1 | $250K | Buy |
2,862
+54
| +2% | +$4.72K | 0.21% | 138 |
|
|
2021
Q4 | $276K | Buy |
+2,808
| New | +$276K | 0.2% | 139 |
|