Crow Point Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,860
| Closed | -$208K | – | 191 |
|
|
2018
Q1 | $208K | Buy |
3,860
+537
| +16% | +$28.9K | 0.04% | 97 |
|
|
2017
Q4 | $175K | Hold |
3,323
| – | – | 0.03% | 137 |
|
|
2017
Q3 | $160K | Sell |
3,323
-1,154
| -26% | -$55.6K | 0.03% | 166 |
|
|
2017
Q2 | $200K | Sell |
4,477
-370
| -8% | -$16.5K | 0.03% | 127 |
|
|
2017
Q1 | $210K | Buy |
+4,847
| New | +$210K | 0.03% | 138 |
|