WealthPLAN Partners’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 |
-603
| Closed | -$51.5K | – | 816 |
|
|
2023
Q2 | $51.5K | Buy |
603
+32
| +6% | +$2.73K | 0.01% | 503 |
|
|
2023
Q1 | $50.2K | Buy |
+571
| New | +$50.2K | 0.01% | 557 |
|
|
2018
Q3 | – | Sell |
-4,344
| Closed | -$206K | – | 272 |
|
|
2018
Q2 | $206K | Sell |
4,344
-2,434
| -36% | -$115K | 0.04% | 243 |
|
|
2018
Q1 | $366K | Buy |
+6,778
| New | +$366K | 0.08% | 173 |
|
|
2016
Q3 | $5.13K | Hold |
160
| – | – | ﹤0.01% | 711 |
|
|
2016
Q2 | $4.16K | Buy |
+160
| New | +$4.16K | ﹤0.01% | 2046 |
|
|
2015
Q4 | $5.09K | Buy |
+160
| New | +$5.09K | ﹤0.01% | 1329 |
|