Emory University’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-43,300
| Closed | -$1.9M | – | 36 |
|
|
2019
Q2 | $1.9M | Sell |
43,300
-2,664
| -6% | -$117K | 1.34% | 35 |
|
|
2019
Q1 | $1.94M | Buy |
45,964
+3,221
| +8% | +$136K | 1.36% | 35 |
|
|
2018
Q4 | $1.7M | Sell |
42,743
-1,988
| -4% | -$78.8K | 1.34% | 33 |
|
|
2018
Q3 | $2.08M | Buy |
44,731
+5,199
| +13% | +$242K | 1.36% | 37 |
|
|
2018
Q2 | $1.87M | Buy |
39,532
+1,066
| +3% | +$50.5K | 1.24% | 41 |
|
|
2018
Q1 | $2.08M | Buy |
38,466
+555
| +1% | +$30K | 1.48% | 34 |
|
|
2017
Q4 | $1.99M | Buy |
37,911
+2,094
| +6% | +$110K | 1.71% | 17 |
|
|
2017
Q3 | $1.73M | Sell |
35,817
-1,731
| -5% | -$83.4K | 1.37% | 28 |
|
|
2017
Q2 | $1.67M | Buy |
37,548
+1,766
| +5% | +$78.7K | 1.48% | 18 |
|
|
2017
Q1 | $1.53M | Sell |
35,782
-5,288
| -13% | -$227K | 1.45% | 40 |
|
|
2016
Q4 | $1.74M | Buy |
+41,070
| New | +$1.74M | 1.71% | 22 |
|
|
2014
Q1 | – | Sell |
-350
| Closed | -$10K | – | 91 |
|
|
2013
Q4 | $10K | Hold |
350
| – | – | 0.01% | 44 |
|
|
2013
Q3 | $9K | Hold |
350
| – | – | 0.01% | 49 |
|
|
2013
Q2 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 50 |
|