Curian Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-74,345
| Closed | -$2.37M | – | 247 |
|
|
2015
Q4 | $2.37M | Sell |
74,345
-130,847
| -64% | -$4.16M | 0.18% | 133 |
|
|
2015
Q3 | $6.46M | Sell |
205,192
-86,771
| -30% | -$2.73M | 0.17% | 148 |
|
|
2015
Q2 | $11.3M | Buy |
291,963
+11,479
| +4% | +$445K | 0.19% | 135 |
|
|
2015
Q1 | $10M | Sell |
280,484
-5,347
| -2% | -$191K | 0.17% | 157 |
|
|
2014
Q4 | $11.1M | Sell |
285,831
-4,330
| -1% | -$168K | 0.19% | 128 |
|
|
2014
Q3 | $10M | Sell |
290,161
-3,590
| -1% | -$124K | 0.18% | 134 |
|
|
2014
Q2 | $9.5M | Buy |
293,751
+2,938
| +1% | +$95K | 0.17% | 148 |
|
|
2014
Q1 | $9.07M | Buy |
+290,813
| New | +$9.07M | 0.16% | 151 |
|
|
2013
Q4 | – | Sell |
-8,104
| Closed | -$218K | – | 565 |
|
|
2013
Q3 | $218K | Sell |
8,104
-34,472
| -81% | -$927K | ﹤0.01% | 556 |
|
|
2013
Q2 | $1.04M | Buy |
+42,576
| New | +$1.04M | 0.02% | 359 |
|