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BKS Advisors’s Morgan Stanley MS Stock Holding History

BKS Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7,200
Closed -$341K – 232
2018
Q2 		$341K Sell
7,200
-1,000
-12% -$47.4K 0.12% 154
2018
Q1 		$442K Buy
+8,200
New +$442K 0.16% 133