Eagle Global Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-235,789
| Closed | -$11M | – | 234 |
|
|
2018
Q3 | $11M | Buy |
235,789
+1,503
| +0.6% | +$70K | 0.34% | 55 |
|
|
2018
Q2 | $11.1M | Buy |
234,286
+6
| +0% | +$284 | 0.35% | 54 |
|
|
2018
Q1 | $12.6M | Buy |
234,280
+6,180
| +3% | +$333K | 0.44% | 51 |
|
|
2017
Q4 | $12M | Buy |
228,100
+99,637
| +78% | +$5.23M | 0.37% | 53 |
|
|
2017
Q3 | $6.19M | Buy |
128,463
+1,062
| +0.8% | +$51.2K | 0.19% | 86 |
|
|
2017
Q2 | $5.68M | Buy |
127,401
+2,901
| +2% | +$129K | 0.16% | 94 |
|
|
2017
Q1 | $5.33M | Buy |
+124,500
| New | +$5.33M | 0.14% | 96 |
|