Apriem Advisors’s MORGAN STANLEY CAPITAL TRUST V MWO.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-500
| Closed | -$13K | – | 683 |
|
|
2016
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 391 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | 0.01% | 351 |
|
|
2015
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 352 |
|
|
2015
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2014
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2014
Q3 | $13K | Buy |
+500
| New | +$13K | 0.01% | 356 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$12K | – | 545 |
|
|
2014
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 348 |
|
|
2013
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 352 |
|
|
2013
Q3 | $12K | Hold |
500
| – | – | 0.01% | 341 |
|
|
2013
Q2 | $12K | Buy |
+500
| New | +$12K | 0.01% | 316 |
|