Campbell Newman Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,244
| Closed | -$200K | – | 116 |
|
|
2016
Q3 | $200K | Buy |
+6,244
| New | +$200K | 0.04% | 105 |
|
|
2015
Q3 | – | Sell |
-6,244
| Closed | -$242K | – | 88 |
|
|
2015
Q2 | $242K | Hold |
6,244
| – | – | 0.05% | 84 |
|
|
2015
Q1 | $223K | Hold |
6,244
| – | – | 0.04% | 83 |
|
|
2014
Q4 | $242K | Hold |
6,244
| – | – | 0.04% | 86 |
|
|
2014
Q3 | $216K | Hold |
6,244
| – | – | 0.04% | 89 |
|
|
2014
Q2 | $202K | Buy |
+6,244
| New | +$202K | 0.04% | 90 |
|