United Asset Strategies’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,059
| Closed | -$1.72M | – | 246 |
|
|
2023
Q3 | $1.72M | Sell |
21,059
-2,191
| -9% | -$179K | 0.22% | 99 |
|
|
2023
Q2 | $1.99M | Buy |
23,250
+172
| +0.7% | +$14.7K | 0.25% | 89 |
|
|
2023
Q1 | $2.03M | Buy |
23,078
+655
| +3% | +$57.5K | 0.27% | 81 |
|
|
2022
Q4 | $1.91M | Buy |
22,423
+1,995
| +10% | +$170K | 0.27% | 81 |
|
|
2022
Q3 | $1.61M | Buy |
+20,428
| New | +$1.61M | 0.25% | 88 |
|