Wealthspire Advisors (Maryland)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $551K | Sell |
11,394
-3,323
| -23% | -$161K | 0.02% | 251 |
|
|
2020
Q2 | $711K | Buy |
14,717
+452
| +3% | +$21.8K | 0.05% | 201 |
|
|
2020
Q1 | $485K | Sell |
14,265
-610
| -4% | -$20.7K | 0.04% | 234 |
|
|
2019
Q4 | $760K | Buy |
14,875
+2,551
| +21% | +$130K | 0.05% | 214 |
|
|
2019
Q3 | $526K | Sell |
12,324
-319
| -3% | -$13.6K | 0.04% | 252 |
|
|
2019
Q2 | $554K | Sell |
12,643
-410
| -3% | -$18K | 0.04% | 240 |
|
|
2019
Q1 | $551K | Sell |
13,053
-453
| -3% | -$19.1K | 0.04% | 241 |
|
|
2018
Q4 | $536K | Sell |
13,506
-137
| -1% | -$5.44K | 0.05% | 208 |
|
|
2018
Q3 | $635K | Buy |
13,643
+401
| +3% | +$18.7K | 0.05% | 202 |
|
|
2018
Q2 | $628K | Buy |
13,242
+1,286
| +11% | +$61K | 0.06% | 192 |
|
|
2018
Q1 | $645K | Sell |
11,956
-1,400
| -10% | -$75.5K | 0.06% | 201 |
|
|
2017
Q4 | $701K | Sell |
13,356
-277
| -2% | -$14.5K | 0.07% | 191 |
|
|
2017
Q3 | $657K | Sell |
13,633
-1,525
| -10% | -$73.5K | 0.07% | 187 |
|
|
2017
Q2 | $675K | Sell |
15,158
-2,610
| -15% | -$116K | 0.08% | 169 |
|
|
2017
Q1 | $761K | Sell |
17,768
-499
| -3% | -$21.4K | 0.11% | 123 |
|
|
2016
Q4 | $772K | Buy |
18,267
+2,001
| +12% | +$84.6K | 0.12% | 118 |
|
|
2016
Q3 | $521K | Buy |
16,266
+1,945
| +14% | +$62.3K | 0.08% | 164 |
|
|
2016
Q2 | $372K | Sell |
14,321
-1,066
| -7% | -$27.7K | 0.06% | 210 |
|
|
2016
Q1 | $385K | Buy |
15,387
+38
| +0.2% | +$951 | 0.07% | 195 |
|
|
2015
Q4 | $488K | Buy |
+15,349
| New | +$488K | 0.09% | 155 |
|