TGAM
TBH Global Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,103
| Closed | -$2.9M | – | 212 |
|
|
2022
Q4 | $2.9M | Sell |
34,103
-3,413
| -9% | -$290K | 0.7% | 29 |
|
|
2022
Q3 | $2.97M | Sell |
37,516
-996
| -3% | -$78.8K | 0.76% | 29 |
|
|
2022
Q2 | $2.93M | Sell |
38,512
-164
| -0.4% | -$12.5K | 0.69% | 34 |
|
|
2022
Q1 | $3.38M | Sell |
38,676
-381
| -1% | -$33.3K | 0.72% | 32 |
|
|
2021
Q4 | $3.83M | Buy |
39,057
+97
| +0.2% | +$9.52K | 0.79% | 27 |
|
|
2021
Q3 | $3.79M | Buy |
38,960
+2,802
| +8% | +$273K | 0.88% | 27 |
|
|
2021
Q2 | $3.32M | Buy |
+36,158
| New | +$3.32M | 0.76% | 31 |
|