ALPS Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-28,556
| Closed | -$971K | – | 815 |
|
|
2020
Q1 | $971K | Buy |
+28,556
| New | +$971K | 0.02% | 279 |
|
|
2019
Q1 | – | Sell |
-55,873
| Closed | -$2.22M | – | 968 |
|
|
2018
Q4 | $2.22M | Sell |
55,873
-3,188
| -5% | -$126K | 0.02% | 208 |
|
|
2018
Q3 | $2.75M | Buy |
+59,061
| New | +$2.75M | 0.02% | 213 |
|
|
2018
Q2 | – | Sell |
-17,743
| Closed | -$957K | – | 955 |
|
|
2018
Q1 | $957K | Buy |
17,743
+9,956
| +128% | +$537K | 0.01% | 321 |
|
|
2017
Q4 | $409K | Buy |
+7,787
| New | +$409K | ﹤0.01% | 676 |
|