ZWJ Investment Counsel’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 |
-2,167
| Closed | -$213K | – | 182 |
|
|
2021
Q4 | $213K | Hold |
2,167
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $211K | Buy |
+2,167
| New | +$211K | 0.01% | 160 |
|
|
2021
Q2 | – | Sell |
-3,407
| Closed | -$265K | – | 174 |
|
|
2021
Q1 | $265K | Sell |
3,407
-139
| -4% | -$10.8K | 0.02% | 154 |
|
|
2020
Q4 | $243K | Buy |
+3,546
| New | +$243K | 0.02% | 153 |
|
|
2020
Q1 | – | Sell |
-5,033
| Closed | -$257K | – | 209 |
|
|
2019
Q4 | $257K | Buy |
+5,033
| New | +$257K | 0.02% | 198 |
|