Capstone Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11.8M | Sell |
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|
2017
Q1 | $11.6M | Buy |
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|
2016
Q4 | $5.13M | Buy |
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|
2016
Q3 | $3.83M | Sell |
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|
2016
Q2 | $3.11M | Sell |
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|
2016
Q1 | $9.3M | Buy |
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|
2015
Q4 | $3.8M | Sell |
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|
2015
Q3 | $3.97M | Sell |
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|
2015
Q2 | $13.2M | Buy |
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|
2015
Q1 | $4.16M | Buy |
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|
2014
Q4 | $4.33M | Buy |
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|
2014
Q3 | $3.27M | Buy |
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|
2014
Q2 | $2.97M | Sell |
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|
2014
Q1 | $3.58M | Sell |
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|
2013
Q4 | $4.47M | Sell |
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|
2013
Q3 | $6.4M | Sell |
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|
2013
Q2 | $5.87M | Buy |
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