VLC
Van Leeuwen & Company’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.09M | Buy |
11,550
+164
| +1% | +$15.4K | 0.55% | 58 |
|
|
2023
Q4 | $1.06M | Buy |
+11,386
| New | +$1.06M | 0.62% | 59 |
|
|
2022
Q2 | – | Sell |
-12,885
| Closed | -$1.13M | – | 63 |
|
|
2022
Q1 | $1.13M | Sell |
12,885
-13,984
| -52% | -$1.22M | 0.83% | 38 |
|
|
2021
Q4 | $2.64M | Sell |
26,869
-611
| -2% | -$60K | 1.48% | 27 |
|
|
2021
Q3 | $2.67M | Buy |
+27,480
| New | +$2.67M | 1.64% | 20 |
|