Cedar Hill Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,391
| Closed | -$204K | – | 118 |
|
|
2018
Q3 | $204K | Hold |
4,391
| – | – | 0.05% | 112 |
|
|
2018
Q2 | $208K | Hold |
4,391
| – | – | 0.04% | 150 |
|
|
2018
Q1 | $237K | Hold |
4,391
| – | – | 0.05% | 133 |
|
|
2017
Q4 | $230K | Buy |
4,391
+100
| +2% | +$5.24K | 0.04% | 138 |
|
|
2017
Q3 | $206K | Buy |
+4,291
| New | +$206K | 0.04% | 147 |
|
|
2017
Q1 | – | Sell |
-5,388
| Closed | -$228K | – | 80 |
|
|
2016
Q4 | $228K | Buy |
+5,388
| New | +$228K | 0.04% | 73 |
|
|
2015
Q3 | – | Sell |
-5,641
| Closed | -$219K | – | 75 |
|
|
2015
Q2 | $219K | Hold |
5,641
| – | – | 0.03% | 77 |
|
|
2015
Q1 | $201K | Hold |
5,641
| – | – | 0.03% | 80 |
|
|
2014
Q4 | $219K | Buy |
+5,641
| New | +$219K | 0.03% | 79 |
|
|
2014
Q1 | – | Sell |
-7,641
| Closed | -$240K | – | 80 |
|
|
2013
Q4 | $240K | Hold |
7,641
| – | – | 0.04% | 75 |
|
|
2013
Q3 | $206K | Buy |
+7,641
| New | +$206K | 0.04% | 77 |
|