Constellation Wealth Advisors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
2015
Q2
$5.29M Sell
2015
Q1
$5.14M Hold
2014
Q4
$5.59M Sell
2014
Q3
$5.02M Sell
2014
Q2
$6.08M Sell
2014
Q1
$6.08M Buy
2013
Q4
$6.09M Hold
2013
Q3
$5.24M Hold
2013
Q2
$4.75M Buy