TrueWealth LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $242K | Sell |
5,012
-30
| -0.6% | -$1.45K | 0.1% | 113 |
|
|
2020
Q1 | $171K | Hold |
5,042
| – | – | 0.08% | 129 |
|
|
2019
Q4 | $258K | Buy |
5,042
+620
| +14% | +$31.7K | 0.1% | 114 |
|
|
2019
Q3 | $189K | Hold |
4,422
| – | – | 0.08% | 141 |
|
|
2019
Q2 | $194K | Sell |
4,422
-30
| -0.7% | -$1.32K | 0.09% | 138 |
|
|
2019
Q1 | $188K | Hold |
4,452
| – | – | 0.09% | 140 |
|
|
2018
Q4 | $177K | Sell |
4,452
-242
| -5% | -$9.62K | 0.09% | 138 |
|
|
2018
Q3 | $219K | Hold |
4,694
| – | – | 0.1% | 121 |
|
|
2018
Q2 | $222K | Hold |
4,694
| – | – | 0.11% | 119 |
|
|
2018
Q1 | $253K | Buy |
4,694
+58
| +1% | +$3.13K | 0.13% | 110 |
|
|
2017
Q4 | $243K | Buy |
+4,636
| New | +$243K | 0.11% | 115 |
|