tru Independence’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-23
| Closed | -$2 | – | 549 |
|
2020
Q4 | $2 | Buy |
+23
| New | +$2 | ﹤0.01% | 642 |
|
2020
Q3 | – | Sell |
-1,560
| Closed | -$76 | – | 652 |
|
2020
Q2 | $76 | Hold |
1,560
| – | – | 0.01% | 332 |
|
2020
Q1 | $53 | Hold |
1,560
| – | – | 0.01% | 300 |
|
2019
Q4 | $53K | Buy |
+1,560
| New | +$53K | 0.01% | 370 |
|