Acrospire Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,400
| Closed | -$62K | – | 895 |
|
2017
Q2 | $62K | Buy |
1,400
+600
| +75% | +$26.6K | 0.06% | 652 |
|
2017
Q1 | $34K | Sell |
800
-4,700
| -85% | -$200K | 0.03% | 1270 |
|
2016
Q4 | $232K | Sell |
5,500
-1,200
| -18% | -$50.6K | 0.1% | 263 |
|
2016
Q3 | $215K | Buy |
6,700
+500
| +8% | +$16K | 0.14% | 123 |
|
2016
Q2 | $161K | Buy |
6,200
+3,100
| +100% | +$80.5K | 0.12% | 166 |
|
2016
Q1 | $78K | Buy |
+3,100
| New | +$78K | 0.05% | 520 |
|