WESPAC Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,381
| Closed | -$725K | – | 136 |
|
|
2021
Q4 | $725K | Sell |
7,381
-69
| -0.9% | -$6.78K | 0.49% | 80 |
|
|
2021
Q3 | $725K | Buy |
7,450
+2,951
| +66% | +$287K | 0.45% | 82 |
|
|
2021
Q2 | $413K | Sell |
4,499
-3,760
| -46% | -$345K | 0.79% | 61 |
|
|
2021
Q1 | $641K | Sell |
8,259
-1,784
| -18% | -$138K | 0.48% | 76 |
|
|
2020
Q4 | $688K | Buy |
+10,043
| New | +$688K | 0.53% | 70 |
|
|
2018
Q1 | – | Sell |
-9,270
| Closed | -$486K | – | 162 |
|
|
2017
Q4 | $486K | Sell |
9,270
-3,986
| -30% | -$209K | 0.45% | 70 |
|
|
2017
Q3 | $639K | Buy |
13,256
+73
| +0.6% | +$3.52K | 0.42% | 76 |
|
|
2017
Q2 | $587K | Buy |
13,183
+4,309
| +49% | +$192K | 0.4% | 73 |
|
|
2017
Q1 | $380K | Buy |
+8,874
| New | +$380K | 0.44% | 80 |
|