TrustCore Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $53.6K | Buy |
630
+56
| +10% | +$4.76K | ﹤0.01% | 439 |
|
|
2022
Q3 | $45K | Buy |
574
+235
| +69% | +$18.4K | ﹤0.01% | 459 |
|
|
2022
Q2 | $26K | Hold |
339
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $30K | Hold |
339
| – | – | ﹤0.01% | 564 |
|
|
2021
Q4 | $33K | Hold |
339
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $33K | Buy |
339
+57
| +20% | +$5.55K | ﹤0.01% | 546 |
|
|
2021
Q2 | $26K | Buy |
+282
| New | +$26K | ﹤0.01% | 572 |
|
|
2018
Q2 | – | Sell |
-265
| Closed | -$14K | – | 969 |
|
|
2018
Q1 | $14K | Buy |
+265
| New | +$14K | 0.01% | 448 |
|