CIBC Bank USA’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-16,089
| Closed | -$511K | – | 251 |
|
2015
Q4 | $511K | Buy |
16,089
+6
| +0% | +$191 | 0.09% | 141 |
|
2015
Q3 | $507K | Buy |
16,083
+42
| +0.3% | +$1.32K | 0.09% | 135 |
|
2015
Q2 | $621K | Buy |
16,041
+880
| +6% | +$34.1K | 0.1% | 131 |
|
2015
Q1 | $541K | Sell |
15,161
-1,265
| -8% | -$45.1K | 0.1% | 145 |
|
2014
Q4 | $636K | Buy |
16,426
+375
| +2% | +$14.5K | 0.11% | 144 |
|
2014
Q3 | $555K | Sell |
16,051
-268
| -2% | -$9.27K | 0.11% | 158 |
|
2014
Q2 | $528K | Sell |
16,319
-98
| -0.6% | -$3.17K | 0.1% | 167 |
|
2014
Q1 | $512K | Buy |
+16,417
| New | +$512K | 0.11% | 171 |
|