Weil Company’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 |
-5,468
| Closed | -$375K | – | 148 |
|
|
2020
Q4 | $375K | Buy |
+5,468
| New | +$375K | 0.22% | 88 |
|
|
2020
Q1 | – | Sell |
-12,934
| Closed | -$661K | – | 113 |
|
|
2019
Q4 | $661K | Buy |
12,934
+201
| +2% | +$10.3K | 0.51% | 41 |
|
|
2019
Q3 | $543K | Buy |
+12,733
| New | +$543K | 0.4% | 49 |
|