Axiom Investment Management’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 |
-7,000
| Closed | -$238K | – | 137 |
|
2020
Q1 | $238K | Buy |
+7,000
| New | +$238K | 0.42% | 67 |
|
2019
Q3 | – | Sell |
-17,206
| Closed | -$752K | – | 352 |
|
2019
Q2 | $752K | Sell |
17,206
-55
| -0.3% | -$2.4K | 0.14% | 167 |
|
2019
Q1 | $725K | Sell |
17,261
-19,220
| -53% | -$807K | 0.14% | 164 |
|
2018
Q4 | $1.45M | Buy |
+36,481
| New | +$1.45M | 0.3% | 79 |
|