Opportunistic Fixed Income Trust MS Holdings History
Opportunistic Fixed Income Trust's Morgan Stanley Holding Summary
As of 2025-03-31, Opportunistic Fixed Income Trust held 2,850.00 shares of Morgan Stanley(MS), totaling $72,680.00. This investment constitutes 3.64% of their stock portfolio, and Opportunistic Fixed Income Trust now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2022Q4. And since then Opportunistic Fixed Income Trust has made 3 purchases of MS, at an average price of $90.55, for a total of 8,435.00 shares. In addition, there have been 4 sales at an average price of $107.03 for 6,410.00 shares. Based on historical transaction data and MS's current price of $139.75, Opportunistic Fixed Income Trust's estimated gain on his MS holdings is $205,279.19, reflecting a 26.88% gain to date.
Opportunistic Fixed Income Trust MS ($139.75) Holding Chart
Opportunistic Fixed Income Trust MS ($139.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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