Brown Advisory Securities’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,103
| Closed | -$286K | – | 341 |
|
|
2018
Q4 | $286K | Buy |
7,103
+1,262
| +22% | +$50.8K | 0.05% | 269 |
|
|
2018
Q3 | $273K | Sell |
5,841
-614
| -10% | -$28.7K | 0.04% | 314 |
|
|
2018
Q2 | $307K | Buy |
6,455
+24
| +0.4% | +$1.14K | 0.05% | 289 |
|
|
2018
Q1 | $347K | Buy |
+6,431
| New | +$347K | 0.06% | 261 |
|
|
2015
Q4 | – | Sell |
-7,128
| Closed | -$227K | – | 310 |
|
|
2015
Q3 | $227K | Buy |
+7,128
| New | +$227K | 0.08% | 239 |
|