TRUADVICE’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,141
| Closed | -$592K | – | 232 |
|
|
2021
Q2 | $592K | Sell |
6,141
-146
| -2% | -$14.1K | 0.13% | 147 |
|
|
2021
Q1 | $526K | Buy |
6,287
+558
| +10% | +$46.7K | 0.16% | 119 |
|
|
2020
Q4 | $392K | Buy |
5,729
+742
| +15% | +$50.8K | 0.12% | 166 |
|
|
2020
Q3 | $243K | Buy |
+4,987
| New | +$243K | 0.1% | 176 |
|