Archford Capital Strategies’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-527
| Closed | -$25K | – | 522 |
|
|
2018
Q3 | $25K | Hold |
527
| – | – | 0.01% | 333 |
|
|
2018
Q2 | $25K | Hold |
527
| – | – | 0.01% | 347 |
|
|
2018
Q1 | $28K | Buy |
+527
| New | +$28K | 0.01% | 247 |
|
|
2017
Q2 | – | Sell |
-1,054
| Closed | -$45K | – | 465 |
|
|
2017
Q1 | $45K | Hold |
1,054
| – | – | 0.02% | 292 |
|
|
2016
Q4 | $44K | Hold |
1,054
| – | – | 0.02% | 261 |
|
|
2016
Q3 | $33K | Hold |
1,054
| – | – | 0.01% | 291 |
|
|
2016
Q2 | $27K | Buy |
+1,054
| New | +$27K | 0.01% | 305 |
|
|
2016
Q1 | – | Sell |
-1,054
| Closed | -$34K | – | 438 |
|
|
2015
Q4 | $34K | Buy |
+1,054
| New | +$34K | 0.02% | 298 |
|