Community Financial System’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $121K | Hold |
3,500
| – | – | 0.03% | 195 |
|
|
2014
Q2 | $113K | Hold |
3,500
| – | – | 0.02% | 197 |
|
|
2014
Q1 | $109K | Hold |
3,500
| – | – | 0.02% | 194 |
|
|
2013
Q4 | $110K | Sell |
3,500
-280
| -7% | -$8.8K | 0.02% | 194 |
|
|
2013
Q3 | $102K | Hold |
3,780
| – | – | 0.02% | 188 |
|
|
2013
Q2 | $92K | Buy |
+3,780
| New | +$92K | 0.03% | 182 |
|