Douglas C. Lane & Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,273
| Closed | -$229K | – | 235 |
|
|
2015
Q3 | $229K | Buy |
7,273
+912
| +14% | +$28.7K | 0.01% | 216 |
|
|
2015
Q2 | $247K | Buy |
6,361
+7
| +0.1% | +$272 | 0.01% | 209 |
|
|
2015
Q1 | $227K | Sell |
6,354
-669
| -10% | -$23.9K | 0.01% | 213 |
|
|
2014
Q4 | $273K | Sell |
7,023
-1,006
| -13% | -$39.1K | 0.01% | 202 |
|
|
2014
Q3 | $278K | Sell |
8,029
-2,595
| -24% | -$89.9K | 0.01% | 193 |
|
|
2014
Q2 | $343K | Buy |
10,624
+2,457
| +30% | +$79.3K | 0.01% | 178 |
|
|
2014
Q1 | $255K | Buy |
+8,167
| New | +$255K | 0.01% | 185 |
|