TrinityPoint Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $222K | Sell |
1,763
-260
| -13% | -$32.7K | 0.03% | 305 |
|
|
2024
Q3 | $211K | Buy |
+2,023
| New | +$211K | 0.03% | 310 |
|
|
2022
Q1 | – | Sell |
-2,224
| Closed | -$218K | – | 320 |
|
|
2021
Q4 | $218K | Sell |
2,224
-903
| -29% | -$88.5K | 0.04% | 290 |
|
|
2021
Q3 | $304K | Buy |
3,127
+317
| +11% | +$30.8K | 0.06% | 240 |
|
|
2021
Q2 | $258K | Buy |
+2,810
| New | +$258K | 0.05% | 230 |
|