Cornerstone Financial Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $4.33M | Buy |
82,360
+6,165
| +8% | +$324K | 1.41% | 23 |
|
|
2017
Q3 | $3.67M | Sell |
76,195
-5,172
| -6% | -$249K | 1.39% | 17 |
|
|
2017
Q2 | $3.62M | Buy |
81,367
+5,672
| +7% | +$252K | 1.42% | 18 |
|
|
2017
Q1 | $3.24M | Buy |
75,695
+14,513
| +24% | +$621K | 1.08% | 25 |
|
|
2016
Q4 | $2.59M | Sell |
61,182
-17,210
| -22% | -$727K | 0.83% | 34 |
|
|
2016
Q3 | $2.51M | Buy |
78,392
+3,028
| +4% | +$96.9K | 0.88% | 35 |
|
|
2016
Q2 | $1.96M | Buy |
+75,364
| New | +$1.96M | 0.7% | 36 |
|
|
2016
Q1 | – | Sell |
-36,057
| Closed | -$1.15M | – | 166 |
|
|
2015
Q4 | $1.15M | Buy |
+36,057
| New | +$1.15M | 0.43% | 68 |
|