Tilia Fiduciary Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-963
| Closed | -$82.2K | – | 329 |
|
|
2023
Q2 | $82.2K | Hold |
963
| – | – | 0.07% | 153 |
|
|
2023
Q1 | $84.6K | Sell |
963
-53
| -5% | -$4.65K | 0.08% | 155 |
|
|
2022
Q4 | $86.4K | Sell |
1,016
-75
| -7% | -$6.38K | 0.08% | 153 |
|
|
2022
Q3 | $84K | Hold |
1,091
| – | – | 0.08% | 148 |
|
|
2022
Q2 | $83K | Buy |
1,091
+250
| +30% | +$19K | 0.08% | 155 |
|
|
2022
Q1 | $74K | Hold |
841
| – | – | 0.06% | 181 |
|
|
2021
Q4 | $83K | Buy |
+841
| New | +$83K | 0.07% | 171 |
|