Zeke Capital 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
Q4 | $850K | Hold |
9,992
| – | – | 0.06% | 163 |
|
|
2022
Q3 | $790K | Hold |
9,992
| – | – | 0.06% | 151 |
|
|
2022
Q2 | $760K | Sell |
9,992
-80
| -0.8% | -$6.09K | 0.05% | 159 |
|
|
2022
Q1 | $880K | Buy |
+10,072
| New | +$880K | 0.04% | 155 |
|
|
2020
Q1 | – | Sell |
-20,039
| Closed | -$1.02M | – | 418 |
|
|
2019
Q4 | $1.02M | Sell |
20,039
-1,134
| -5% | -$57.9K | 0.09% | 196 |
|
|
2019
Q3 | $903K | Sell |
21,173
-6,369
| -23% | -$272K | 0.08% | 213 |
|
|
2019
Q2 | $1.21M | Hold |
27,542
| – | – | 0.11% | 152 |
|
|
2019
Q1 | $1.16M | Buy |
27,542
+1,580
| +6% | +$66.7K | 0.11% | 161 |
|
|
2018
Q4 | $1.03M | Sell |
25,962
-9,553
| -27% | -$379K | 0.1% | 194 |
|
|
2018
Q3 | $1.65M | Buy |
35,515
+6,494
| +22% | +$302K | 0.14% | 132 |
|
|
2018
Q2 | $1.38M | Sell |
29,021
-8,530
| -23% | -$404K | 0.13% | 137 |
|
|
2018
Q1 | $2.03M | Buy |
37,551
+8,385
| +29% | +$452K | 0.19% | 98 |
|
|
2017
Q4 | $1.53M | Buy |
29,166
+5,519
| +23% | +$290K | 0.16% | 116 |
|
|
2017
Q3 | $1.14M | Buy |
23,647
+9,116
| +63% | +$439K | 0.16% | 105 |
|
|
2017
Q2 | $648K | Buy |
14,531
+1,019
| +8% | +$45.4K | 0.13% | 106 |
|
|
2017
Q1 | $579K | Buy |
13,512
+3,609
| +36% | +$155K | 0.12% | 97 |
|
|
2016
Q4 | $418K | Buy |
+9,903
| New | +$418K | 0.11% | 94 |
|