BHF Kleinwort Benson Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-48,030
| Closed | -$1.86M | – | 456 |
|
|
2015
Q2 | $1.86M | Hold |
48,030
| – | – | 0.06% | 231 |
|
|
2015
Q1 | $1.71M | Buy |
+48,030
| New | +$1.71M | 0.05% | 220 |
|
|
2014
Q4 | – | Sell |
-2,530
| Closed | -$69K | – | 499 |
|
|
2014
Q3 | $69K | Hold |
2,530
| – | – | ﹤0.01% | 458 |
|
|
2014
Q2 | $59K | Sell |
2,530
-276
| -10% | -$6.44K | ﹤0.01% | 471 |
|
|
2014
Q1 | $77K | Buy |
2,806
+2,530
| +917% | +$69.4K | ﹤0.01% | 471 |
|
|
2013
Q4 | $9K | Hold |
276
| – | – | ﹤0.01% | 280 |
|
|
2013
Q3 | $7K | Hold |
276
| – | – | ﹤0.01% | 282 |
|
|
2013
Q2 | $6K | Buy |
+276
| New | +$6K | ﹤0.01% | 275 |
|