Catamount Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.15M | Hold |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.41M | Sell |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.67M | Sell |
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|
2017
Q4 | $1.66M | Sell |
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|
2017
Q3 | $1.55M | Sell |
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|
2017
Q2 | $1.45M | Buy |
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|
2017
Q1 | $1.39M | Sell |
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|
2016
Q4 | $1.37M | Hold |
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|
2016
Q3 | $1.05M | Hold |
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|
2016
Q2 | $845K | Hold |
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|
2016
Q1 | $813K | Sell |
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|
2015
Q4 | $1.11M | Sell |
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|
2015
Q3 | $1.42M | Hold |
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|
2015
Q2 | $1.75M | Sell |
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|
2015
Q1 | $1.72M | Sell |
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|
2014
Q4 | $1.89M | Buy |
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