Cynosure Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,597
| Closed | -$258K | – | 45 |
|
|
2020
Q1 | $258K | Sell |
7,597
-1,340
| -15% | -$45.5K | 0.18% | 58 |
|
|
2019
Q4 | $457K | Hold |
8,937
| – | – | 0.24% | 42 |
|
|
2019
Q3 | $381K | Sell |
8,937
-3,160
| -26% | -$135K | 0.21% | 48 |
|
|
2019
Q2 | $530K | Buy |
+12,097
| New | +$530K | 0.24% | 47 |
|