Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-20,439
| Closed | -$857K | – | 329 |
|
|
2017
Q1 | $857K | Sell |
20,439
-1
| -0% | -$42 | 0.19% | 151 |
|
|
2016
Q4 | $858K | Sell |
20,440
-10,776
| -35% | -$452K | 0.19% | 159 |
|
|
2016
Q3 | $999K | Buy |
31,216
+1,875
| +6% | +$60K | 0.12% | 220 |
|
|
2016
Q2 | $763K | Buy |
29,341
+7,151
| +32% | +$186K | 0.1% | 254 |
|
|
2016
Q1 | $564K | Sell |
22,190
-22,908
| -51% | -$582K | 0.08% | 327 |
|
|
2015
Q4 | $1.44M | Buy |
45,098
+4,769
| +12% | +$152K | 0.19% | 130 |
|
|
2015
Q3 | $1.28M | Buy |
40,329
+1,174
| +3% | +$37.1K | 0.17% | 146 |
|
|
2015
Q2 | $1.52M | Buy |
39,155
+15,077
| +63% | +$585K | 0.2% | 132 |
|
|
2015
Q1 | $526K | Buy |
24,078
+1,444
| +6% | +$31.5K | 0.15% | 193 |
|
|
2014
Q4 | $877K | Buy |
22,634
+6,082
| +37% | +$236K | 0.13% | 203 |
|
|
2014
Q3 | $564K | Sell |
16,552
-365
| -2% | -$12.4K | 0.08% | 240 |
|
|
2014
Q2 | $523K | Sell |
16,917
-189
| -1% | -$5.84K | 0.06% | 266 |
|
|
2014
Q1 | $526K | Sell |
17,106
-2,469
| -13% | -$75.9K | 0.07% | 260 |
|
|
2013
Q4 | $613K | Buy |
19,575
+3,032
| +18% | +$94.9K | 0.08% | 216 |
|
|
2013
Q3 | $444K | Buy |
16,543
+3,690
| +29% | +$99K | 0.06% | 275 |
|
|
2013
Q2 | $313K | Buy |
+12,853
| New | +$313K | 0.05% | 331 |
|