Total Clarity Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,202
| Closed | -$91K | – | 693 |
|
|
2022
Q2 | $91K | Buy |
+1,202
| New | +$91K | 0.05% | 330 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$39K | – | 640 |
|
|
2021
Q4 | $39K | Hold |
400
| – | – | 0.02% | 447 |
|
|
2021
Q3 | $39K | Buy |
+400
| New | +$39K | 0.02% | 441 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$31K | – | 527 |
|
|
2021
Q1 | $31K | Buy |
+400
| New | +$31K | 0.02% | 397 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$20K | – | 420 |
|
|
2019
Q4 | $20K | Buy |
+400
| New | +$20K | 0.02% | 396 |
|