YorkBridge Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.72M | Hold |
20,250
| – | – | 0.44% | 58 |
|
|
2022
Q3 | $1.6M | Hold |
20,250
| – | – | 0.41% | 59 |
|
|
2022
Q2 | $1.54M | Sell |
20,250
-444
| -2% | -$33.8K | 0.4% | 59 |
|
|
2022
Q1 | $1.81M | Buy |
+20,694
| New | +$1.81M | 0.4% | 59 |
|
|
2019
Q3 | – | Sell |
-4,730
| Closed | -$207K | – | 480 |
|
|
2019
Q2 | $207K | Buy |
4,730
+81
| +2% | +$3.55K | 0.09% | 171 |
|
|
2019
Q1 | $196K | Sell |
4,649
-329
| -7% | -$13.9K | 0.09% | 162 |
|
|
2018
Q4 | $197K | Buy |
4,978
+3
| +0.1% | +$119 | 0.1% | 153 |
|
|
2018
Q3 | $232K | Hold |
4,975
| – | – | 0.11% | 156 |
|
|
2018
Q2 | $236K | Hold |
4,975
| – | – | 0.1% | 160 |
|
|
2018
Q1 | $268K | Hold |
4,975
| – | – | 0.12% | 152 |
|
|
2017
Q4 | $261K | Sell |
4,975
-400
| -7% | -$21K | 0.13% | 155 |
|
|
2017
Q3 | $259K | Buy |
5,375
+128
| +2% | +$6.17K | 0.13% | 148 |
|
|
2017
Q2 | $239K | Sell |
5,247
-159
| -3% | -$7.24K | 0.13% | 154 |
|
|
2017
Q1 | $234K | Sell |
5,406
-209
| -4% | -$9.05K | 0.12% | 151 |
|
|
2016
Q4 | $231K | Buy |
+5,615
| New | +$231K | 0.14% | 142 |
|