Catamount Wealth Management’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 | $1.15M | Hold |
27,250
| – | – | 0.65% | 24 |
|
|
2018
Q4 | $1.15M | Sell |
27,250
-2,950
| -10% | -$125K | 0.79% | 19 |
|
|
2018
Q3 | $1.41M | Sell |
30,200
-600
| -2% | -$27.9K | 0.67% | 23 |
|
|
2018
Q2 | $1.49M | Sell |
30,800
-225
| -0.7% | -$10.9K | 0.72% | 24 |
|
|
2018
Q1 | $1.67M | Sell |
31,025
-550
| -2% | -$29.7K | 0.89% | 24 |
|
|
2017
Q4 | $1.66M | Sell |
31,575
-702
| -2% | -$36.8K | 0.93% | 23 |
|
|
2017
Q3 | $1.56M | Sell |
32,277
-200
| -0.6% | -$9.64K | 0.9% | 26 |
|
|
2017
Q2 | $1.45M | Buy |
32,477
+100
| +0.3% | +$4.46K | 0.88% | 26 |
|
|
2017
Q1 | $1.39M | Sell |
32,377
-150
| -0.5% | -$6.43K | 0.95% | 22 |
|
|
2016
Q4 | $1.37M | Hold |
32,527
| – | – | 1.12% | 21 |
|
|
2016
Q3 | $1.05M | Hold |
32,527
| – | – | 0.9% | 20 |
|
|
2016
Q2 | $845K | Hold |
32,527
| – | – | 0.98% | 14 |
|
|
2016
Q1 | $813K | Sell |
32,527
-2,500
| -7% | -$62.5K | 0.94% | 15 |
|
|
2015
Q4 | $1.11M | Sell |
35,027
-10,050
| -22% | -$320K | 1.01% | 16 |
|
|
2015
Q3 | $1.42M | Hold |
45,077
| – | – | 1.42% | 15 |
|
|
2015
Q2 | $1.75M | Sell |
45,077
-3,150
| -7% | -$122K | 1.35% | 21 |
|
|
2015
Q1 | $1.72M | Sell |
48,227
-400
| -0.8% | -$14.3K | 1.42% | 25 |
|
|
2014
Q4 | $1.89M | Buy |
+48,627
| New | +$1.89M | 1.8% | 20 |
|