Bellwether Investment Group’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,249
Closed -$96K 406
2017
Q1
$96K Hold
2,249
0.25% 94
2016
Q4
$95K Buy
+2,249
New +$95K 0.09% 205
2016
Q2
$61K Buy
+2,332
New +$61K 0.07% 221