TruNorth Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-367
| Closed | -$42.8K | – | 406 |
|
|
2025
Q1 | $42.8K | Buy |
367
+337
| +1,123% | +$39.3K | 0.01% | 229 |
|
|
2024
Q4 | $3.77K | Sell |
30
-19
| -39% | -$2.39K | ﹤0.01% | 331 |
|
|
2024
Q3 | $5.11K | Hold |
49
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $4.76K | Sell |
49
-61
| -55% | -$5.93K | ﹤0.01% | 285 |
|
|
2024
Q1 | $10.4K | Buy |
+110
| New | +$10.4K | ﹤0.01% | 176 |
|