Tatro Capital’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 | $257K | Buy |
2,942
+180
| +7% | +$15.7K | 0.19% | 68 |
|
|
2021
Q4 | $271K | Buy |
2,762
+215
| +8% | +$21.1K | 0.19% | 72 |
|
|
2021
Q3 | $248K | Sell |
2,547
-57
| -2% | -$5.55K | 0.19% | 76 |
|
|
2021
Q2 | $239K | Sell |
2,604
-2,335
| -47% | -$214K | 0.16% | 97 |
|
|
2021
Q1 | $384K | Sell |
4,939
-3,501
| -41% | -$272K | 0.3% | 56 |
|
|
2020
Q4 | $578K | Buy |
+8,440
| New | +$578K | 0.54% | 34 |
|