Weld Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,281
| Closed | -$393K | – | 119 |
|
|
2021
Q2 | $393K | Sell |
4,281
-9,604
| -69% | -$882K | 0.4% | 97 |
|
|
2021
Q1 | $1.08M | Buy |
+13,885
| New | +$1.08M | 0.46% | 63 |
|
|
2020
Q3 | – | Sell |
-10,304
| Closed | -$498K | – | 602 |
|
|
2020
Q2 | $498K | Buy |
10,304
+2,322
| +29% | +$112K | 0.2% | 184 |
|
|
2020
Q1 | $271K | Buy |
+7,982
| New | +$271K | 0.14% | 255 |
|
|
2019
Q2 | – | Sell |
-18,534
| Closed | -$782K | – | 872 |
|
|
2019
Q1 | $782K | Buy |
+18,534
| New | +$782K | 0.14% | 273 |
|