1919 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $567K | Buy |
16,388
+13,200
| +414% | +$457K | 0.01% | 436 |
|
|
2014
Q2 | $104K | Sell |
3,188
-100
| -3% | -$3.26K | ﹤0.01% | 618 |
|
|
2014
Q1 | $103K | Hold |
3,288
| – | – | ﹤0.01% | 603 |
|
|
2013
Q4 | $104K | Hold |
3,288
| – | – | ﹤0.01% | 602 |
|
|
2013
Q3 | $89K | Buy |
3,288
+400
| +14% | +$10.8K | ﹤0.01% | 608 |
|
|
2013
Q2 | $71K | Buy |
+2,888
| New | +$71K | ﹤0.01% | 621 |
|