AIS
Accurate Investment Solutions’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-171
| Closed | -$6K | – | 241 |
|
|
2020
Q1 | $6K | Buy |
171
+1
| +0.6% | +$35 | ﹤0.01% | 330 |
|
|
2019
Q4 | $9K | Buy |
+170
| New | +$9K | 0.01% | 303 |
|
|
2018
Q3 | – | Sell |
-210
| Closed | -$10K | – | 458 |
|
|
2018
Q2 | $10K | Hold |
210
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $11K | Hold |
210
| – | – | 0.01% | 247 |
|
|
2017
Q4 | $11K | Hold |
210
| – | – | 0.01% | 247 |
|
|
2017
Q3 | $10K | Sell |
210
-88
| -30% | -$4.19K | 0.01% | 259 |
|
|
2017
Q2 | $13K | Buy |
+298
| New | +$13K | 0.01% | 204 |
|
|
2016
Q2 | – | Sell |
-700
| Closed | -$18K | – | 352 |
|
|
2016
Q1 | $18K | Buy |
+700
| New | +$18K | 0.02% | 230 |
|