DPA
Delphi Private Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$4K | – | 230 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | 0.01% | 146 |
|
|
2016
Q3 | $3K | Sell |
100
-159
| -61% | -$4.77K | 0.01% | 220 |
|
|
2016
Q2 | $7K | Buy |
259
+43
| +20% | +$1.16K | 0.01% | 160 |
|
|
2016
Q1 | $5K | Sell |
216
-209
| -49% | -$4.84K | 0.01% | 186 |
|
|
2015
Q4 | $14K | Buy |
+425
| New | +$14K | 0.02% | 132 |
|