Beech Hill Advisors’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 |
-78,246
| Closed | -$3.64M | – | 70 |
|
|
2018
Q3 | $3.64M | Buy |
78,246
+7,076
| +10% | +$330K | 1.89% | 25 |
|
|
2018
Q2 | $3.37M | Buy |
+71,170
| New | +$3.37M | 1.89% | 25 |
|
|
2015
Q2 | – | Sell |
-7,322
| Closed | -$261K | – | 117 |
|
|
2015
Q1 | $261K | Sell |
7,322
-9,081
| -55% | -$324K | 0.12% | 101 |
|
|
2014
Q4 | $636K | Buy |
16,403
+6,178
| +60% | +$240K | 0.32% | 55 |
|
|
2014
Q3 | $353K | Buy |
+10,225
| New | +$353K | 0.17% | 92 |
|
|
2013
Q3 | – | Sell |
-15,150
| Closed | -$370K | – | 144 |
|
|
2013
Q2 | $370K | Buy |
+15,150
| New | +$370K | 0.21% | 78 |
|