BCM
Beck Capital Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,872
| Closed | -$989K | – | 113 |
|
|
2018
Q2 | $989K | Buy |
20,872
+14,911
| +250% | +$707K | 0.48% | 49 |
|
|
2018
Q1 | $322K | Buy |
+5,961
| New | +$322K | 0.15% | 91 |
|
|
2017
Q2 | – | Sell |
-66,310
| Closed | -$2.84M | – | 108 |
|
|
2017
Q1 | $2.84M | Buy |
+66,310
| New | +$2.84M | 1.5% | 30 |
|
|
2014
Q1 | – | Sell |
-10,095
| Closed | -$302K | – | 150 |
|
|
2013
Q4 | $302K | Buy |
+10,095
| New | +$302K | 0.24% | 108 |
|