TrueMark Investments’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 | – | Sell |
-23,480
| Closed | -$2.45M | – | 227 |
|
|
2024
Q3 | $2.45M | Sell |
23,480
-9,485
| -29% | -$989K | 0.79% | 51 |
|
|
2024
Q2 | $3.2M | Buy |
32,965
+12,255
| +59% | +$1.19M | 1.1% | 29 |
|
|
2024
Q1 | $1.95M | Sell |
20,710
-373
| -2% | -$35.1K | 1.79% | 25 |
|
|
2023
Q4 | $1.97M | Buy |
+21,083
| New | +$1.97M | 1.95% | 24 |
|