Counsel Portfolio Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $234K | Hold |
9,000
| – | – | 0.02% | 292 |
|
|
2016
Q1 | $225K | Hold |
9,000
| – | – | 0.03% | 209 |
|
|
2015
Q4 | $286K | Hold |
9,000
| – | – | 0.03% | 227 |
|
|
2015
Q3 | $284K | Hold |
9,000
| – | – | 0.03% | 231 |
|
|
2015
Q2 | $349K | Hold |
9,000
| – | – | 0.04% | 245 |
|
|
2015
Q1 | $321K | Hold |
9,000
| – | – | 0.03% | 257 |
|
|
2014
Q4 | $349K | Buy |
+9,000
| New | +$349K | 0.04% | 247 |
|