CWA
Constellation Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-136,275
| Closed | -$5.29M | – | 130 |
|
|
2015
Q2 | $5.29M | Sell |
136,275
-7,700
| -5% | -$299K | 0.45% | 52 |
|
|
2015
Q1 | $5.14M | Hold |
143,975
| – | – | 0.45% | 53 |
|
|
2014
Q4 | $5.59M | Sell |
143,975
-1,200
| -0.8% | -$46.6K | 0.46% | 46 |
|
|
2014
Q3 | $5.02M | Sell |
145,175
-42,775
| -23% | -$1.48M | 0.46% | 46 |
|
|
2014
Q2 | $6.08M | Sell |
187,950
-7,200
| -4% | -$233K | 0.68% | 40 |
|
|
2014
Q1 | $6.08M | Buy |
195,150
+850
| +0.4% | +$26.5K | 0.59% | 44 |
|
|
2013
Q4 | $6.09M | Hold |
194,300
| – | – | 0.59% | 45 |
|
|
2013
Q3 | $5.24M | Hold |
194,300
| – | – | 0.6% | 44 |
|
|
2013
Q2 | $4.75M | Buy |
+194,300
| New | +$4.75M | 0.57% | 47 |
|