Weaver Consulting Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-93
| Closed | -$5K | – | 609 |
|
|
2020
Q3 | $5K | Hold |
93
| – | – | ﹤0.01% | 691 |
|
|
2020
Q2 | $5K | Buy |
93
+81
| +675% | +$4.36K | ﹤0.01% | 664 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 918 |
|
|
2019
Q4 | $1K | Sell |
12
-10
| -45% | -$833 | ﹤0.01% | 807 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 789 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 779 |
|
|
2019
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1435 |
|