American Money Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,672
| Closed | -$304K | – | 80 |
|
|
2018
Q4 | $304K | Sell |
7,672
-268
| -3% | -$10.6K | 0.19% | 62 |
|
|
2018
Q3 | $370K | Sell |
7,940
-47,379
| -86% | -$2.21M | 0.21% | 61 |
|
|
2018
Q2 | $2.62M | Sell |
55,319
-388
| -0.7% | -$18.4K | 1.59% | 31 |
|
|
2018
Q1 | $3.01M | Sell |
55,707
-3,372
| -6% | -$182K | 1.88% | 26 |
|
|
2017
Q4 | $3.1M | Sell |
59,079
-16,521
| -22% | -$867K | 1.88% | 26 |
|
|
2017
Q3 | $3.64M | Sell |
75,600
-780
| -1% | -$37.6K | 2.42% | 10 |
|
|
2017
Q2 | $3.4M | Buy |
76,380
+5,472
| +8% | +$244K | 2.42% | 8 |
|
|
2017
Q1 | $3.04M | Buy |
70,908
+2,438
| +4% | +$104K | 2.24% | 12 |
|
|
2016
Q4 | $2.89M | Sell |
68,470
-2,170
| -3% | -$91.7K | 2.33% | 13 |
|
|
2016
Q3 | $2.27M | Buy |
+70,640
| New | +$2.27M | 1.81% | 30 |
|