Davidson & Garrard’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $272K | Buy |
|
|||||
|
2017
Q2 | $246K | Buy |
|
|||||
|
2017
Q1 | $232K | Sell |
|
|||||
|
2016
Q4 | $245K | Sell |
|
|||||
|
2016
Q3 | $260K | Sell |
|
|||||
|
2016
Q2 | $568K | Buy |
|
|||||
|
2016
Q1 | $534K | Sell |
|
|||||
|
2015
Q4 | $1.02M | Buy |
|
|||||
|
2015
Q3 | $976K | Buy |
|
|||||
|
2015
Q2 | $1.02M | Buy |
|
|||||
|
2015
Q1 | $925K | Buy |
|
|||||
|
2014
Q4 | $975K | Buy |
|
|||||
|
2014
Q3 | $732K | Sell |
|
|||||
|
2014
Q2 | $705K | Sell |
|
|||||
|
2014
Q1 | $692K | Buy |
|
|||||
|
2013
Q4 | $670K | Sell |
|
|||||
|
2013
Q3 | $578K | Sell |
|
|||||
|
2013
Q2 | $993K | Buy |
|