WBI Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,315
| Closed | -$227K | – | 217 |
|
|
2020
Q4 | $227K | Buy |
+3,315
| New | +$227K | 0.03% | 164 |
|
|
2020
Q1 | – | Sell |
-22,826
| Closed | -$1.17M | – | 164 |
|
|
2019
Q4 | $1.17M | Buy |
+22,826
| New | +$1.17M | 0.12% | 122 |
|
|
2017
Q4 | – | Sell |
-68,250
| Closed | -$3.29M | – | 345 |
|
|
2017
Q3 | $3.29M | Sell |
68,250
-2,036
| -3% | -$98.1K | 0.14% | 99 |
|
|
2017
Q2 | $3.13M | Buy |
+70,286
| New | +$3.13M | 0.14% | 118 |
|
|
2017
Q1 | – | Sell |
-13,715
| Closed | -$579K | – | 338 |
|
|
2016
Q4 | $579K | Sell |
13,715
-48,694
| -78% | -$2.06M | 0.02% | 238 |
|
|
2016
Q3 | $2M | Buy |
+62,409
| New | +$2M | 0.08% | 163 |
|