Emerald Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-6,744
| Closed | -$250K | – | 359 |
|
2015
Q1 | $250K | Buy |
6,744
+236
| +4% | +$8.75K | 0.01% | 318 |
|
2014
Q4 | $253K | Buy |
+6,508
| New | +$253K | 0.01% | 311 |
|
2014
Q3 | – | Sell |
-8,825
| Closed | -$285K | – | 391 |
|
2014
Q2 | $285K | Buy |
8,825
+1,332
| +18% | +$43K | 0.02% | 319 |
|
2014
Q1 | $234K | Sell |
7,493
-3,076
| -29% | -$96.1K | 0.01% | 334 |
|
2013
Q4 | $331K | Buy |
+10,569
| New | +$331K | 0.02% | 304 |
|