TCM
Tuttle Capital Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,182
| Closed | -$659K | – | 219 |
|
|
2021
Q2 | $659K | Sell |
7,182
-1,415
| -16% | -$130K | 0.29% | 134 |
|
|
2021
Q1 | $668K | Buy |
+8,597
| New | +$668K | 0.26% | 94 |
|
|
2020
Q3 | – | Sell |
-13,493
| Closed | -$652K | – | 163 |
|
|
2020
Q2 | $652K | Buy |
+13,493
| New | +$652K | 0.46% | 57 |
|
|
2018
Q2 | – | Sell |
-22,697
| Closed | -$1.22M | – | 137 |
|
|
2018
Q1 | $1.22M | Buy |
22,697
+8,705
| +62% | +$469K | 0.99% | 50 |
|
|
2017
Q4 | $734K | Buy |
+13,992
| New | +$734K | 0.89% | 37 |
|
|
2017
Q1 | – | Sell |
-9,039
| Closed | -$381K | – | 56 |
|
|
2016
Q4 | $381K | Buy |
9,039
+3,862
| +75% | +$163K | 0.38% | 32 |
|
|
2016
Q3 | $165K | Buy |
+5,177
| New | +$165K | 0.13% | 54 |
|