Boston Private Bank & Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $259K | Buy |
7,259
+289
| +4% | +$10.3K | 0.01% | 360 |
|
|
2014
Q4 | $270K | Hold |
6,970
| – | – | 0.01% | 361 |
|
|
2014
Q3 | $241K | Hold |
6,970
| – | – | 0.01% | 370 |
|
|
2014
Q2 | $225K | Hold |
6,970
| – | – | 0.01% | 382 |
|
|
2014
Q1 | $217K | Hold |
6,970
| – | – | 0.01% | 389 |
|
|
2013
Q4 | $219K | Hold |
6,970
| – | – | 0.01% | 382 |
|
|
2013
Q3 | $188K | Sell |
6,970
-80
| -1% | -$2.16K | 0.01% | 388 |
|
|
2013
Q2 | $172K | Buy |
+7,050
| New | +$172K | 0.01% | 382 |
|