Ameriprise’s MORGAN STANLEY CAPITAL TRUST VII CAP SECS MSZ.CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-1,991
| Closed | -$50K | – | 5128 |
|
2014
Q3 | $50K | Buy |
1,991
+569
| +40% | +$14.3K | ﹤0.01% | 4014 |
|
2014
Q2 | $36K | Buy |
1,422
+22
| +2% | +$557 | ﹤0.01% | 4050 |
|
2014
Q1 | $35K | Hold |
1,400
| – | – | ﹤0.01% | 3945 |
|
2013
Q4 | $34K | Sell |
1,400
-601
| -30% | -$14.6K | ﹤0.01% | 3821 |
|
2013
Q3 | $49K | Buy |
2,001
+10
| +0.5% | +$245 | ﹤0.01% | 3830 |
|
2013
Q2 | $50K | Buy |
+1,991
| New | +$50K | ﹤0.01% | 3720 |
|