WR Wealth Planners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $51.6K | Sell |
410
-78
| -16% | -$9.81K | 0.02% | 320 |
|
|
2024
Q3 | $50.8K | Sell |
488
-53
| -10% | -$5.52K | 0.01% | 337 |
|
|
2024
Q2 | $52.6K | Buy |
541
+106
| +24% | +$10.3K | 0.02% | 326 |
|
|
2024
Q1 | $41K | Buy |
+435
| New | +$41K | 0.01% | 359 |
|
|
2023
Q4 | – | Sell |
-334
| Closed | -$27.3K | – | 606 |
|
|
2023
Q3 | $27.3K | Buy |
334
+1
| +0.3% | +$82 | 0.01% | 392 |
|
|
2023
Q2 | $28.5K | Buy |
333
+64
| +24% | +$5.47K | 0.01% | 389 |
|
|
2023
Q1 | $23.6K | Buy |
269
+183
| +213% | +$16K | 0.01% | 405 |
|
|
2022
Q4 | $7.3K | Sell |
86
-18
| -17% | -$1.53K | ﹤0.01% | 297 |
|
|
2022
Q3 | $8.23K | Buy |
104
+1
| +1% | +$79 | 0.01% | 273 |
|
|
2022
Q2 | $7.86K | Buy |
103
+1
| +1% | +$76 | 0.01% | 306 |
|
|
2022
Q1 | $8.95K | Buy |
+102
| New | +$8.95K | 0.01% | 313 |
|