Edge Wealth Management’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-236
| Closed | -$6K | – | 527 |
|
|
2016
Q2 | $6K | Hold |
236
| – | – | ﹤0.01% | 359 |
|
|
2016
Q1 | $6K | Hold |
236
| – | – | ﹤0.01% | 338 |
|
|
2015
Q4 | $6K | Hold |
236
| – | – | ﹤0.01% | 340 |
|
|
2015
Q3 | $6K | Hold |
236
| – | – | ﹤0.01% | 339 |
|
|
2015
Q2 | $6K | Hold |
236
| – | – | ﹤0.01% | 341 |
|
|
2015
Q1 | $6K | Hold |
236
| – | – | ﹤0.01% | 342 |
|
|
2014
Q4 | $6K | Hold |
236
| – | – | ﹤0.01% | 335 |
|
|
2014
Q3 | $6K | Buy |
+236
| New | +$6K | ﹤0.01% | 339 |
|