Wealthstreet Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,535
| Closed | -$663K | – | 244 |
|
|
2021
Q1 | $663K | Hold |
8,535
| – | – | 0.06% | 219 |
|
|
2020
Q4 | $585K | Buy |
8,535
+14
| +0.2% | +$960 | 0.06% | 226 |
|
|
2020
Q3 | $412K | Hold |
8,521
| – | – | 0.05% | 244 |
|
|
2020
Q2 | $412K | Sell |
8,521
-748
| -8% | -$36.2K | 0.05% | 235 |
|
|
2020
Q1 | $315K | Hold |
9,269
| – | – | 0.05% | 240 |
|
|
2019
Q4 | $474K | Hold |
9,269
| – | – | 0.06% | 239 |
|
|
2019
Q3 | $434K | Sell |
9,269
-1,412
| -13% | -$66.1K | 0.06% | 237 |
|
|
2019
Q2 | $468K | Sell |
10,681
-1,018
| -9% | -$44.6K | 0.06% | 232 |
|
|
2019
Q1 | $494K | Buy |
11,699
+1,800
| +18% | +$76K | 0.07% | 230 |
|
|
2018
Q4 | $422K | Hold |
9,899
| – | – | 0.06% | 232 |
|
|
2018
Q3 | $461K | Hold |
9,899
| – | – | 0.06% | 247 |
|
|
2018
Q2 | $469K | Hold |
9,899
| – | – | 0.06% | 246 |
|
|
2018
Q1 | $534K | Buy |
9,899
+65
| +0.7% | +$3.51K | 0.07% | 224 |
|
|
2017
Q4 | $516K | Buy |
+9,834
| New | +$516K | 0.06% | 228 |
|