Ten Capital Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $120K | Sell |
1,410
-65
| -4% | -$5.53K | 0.03% | 177 |
|
|
2023
Q1 | $130K | Hold |
1,475
| – | – | 0.04% | 142 |
|
|
2022
Q4 | $125K | Buy |
1,475
+474
| +47% | +$40.3K | 0.05% | 119 |
|
|
2022
Q3 | $79K | Buy |
1,001
+378
| +61% | +$29.8K | 0.04% | 130 |
|
|
2022
Q2 | $47K | Hold |
623
| – | – | 0.02% | 152 |
|
|
2022
Q1 | $54K | Hold |
623
| – | – | 0.02% | 144 |
|
|
2021
Q4 | $61K | Buy |
623
+150
| +32% | +$14.7K | 0.02% | 118 |
|
|
2021
Q3 | $46K | Hold |
473
| – | – | 0.02% | 136 |
|
|
2021
Q2 | $43K | Buy |
473
+194
| +70% | +$17.6K | 0.01% | 193 |
|
|
2021
Q1 | $21K | Hold |
279
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $19K | Buy |
+279
| New | +$19K | 0.01% | 217 |
|