Unigestion Holding’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,968
| Closed | -$338K | – | 210 |
|
|
2023
Q2 | $338K | Sell |
3,968
-765
| -16% | -$65.2K | 0.02% | 208 |
|
|
2023
Q1 | $408K | Sell |
4,733
-1,324
| -22% | -$114K | 0.02% | 216 |
|
|
2022
Q4 | $516K | Buy |
+6,057
| New | +$516K | 0.03% | 203 |
|
|
2022
Q2 | – | Sell |
-13,574
| Closed | -$1.23M | – | 199 |
|
|
2022
Q1 | $1.23M | Buy |
13,574
+23
| +0.2% | +$2.08K | 0.05% | 120 |
|
|
2021
Q4 | $1.33M | Sell |
13,551
-7,787
| -36% | -$764K | 0.05% | 124 |
|
|
2021
Q3 | $2.12M | Sell |
21,338
-6,586
| -24% | -$656K | 0.09% | 89 |
|
|
2021
Q2 | $2.53M | Sell |
27,924
-458
| -2% | -$41.5K | 0.09% | 93 |
|
|
2021
Q1 | $2.2M | Buy |
+28,382
| New | +$2.2M | 0.08% | 98 |
|