ETrade Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.59M | Buy |
74,255
+7,212
| +11% | +$349K | 0.07% | 149 |
|
|
2020
Q2 | $3.24M | Buy |
67,043
+14,904
| +29% | +$720K | 0.07% | 149 |
|
|
2020
Q1 | $1.77M | Buy |
52,139
+8,812
| +20% | +$299K | 0.05% | 214 |
|
|
2019
Q4 | $2.22M | Buy |
43,327
+2,501
| +6% | +$128K | 0.05% | 202 |
|
|
2019
Q3 | $1.74M | Sell |
40,826
-1,341
| -3% | -$57.2K | 0.04% | 226 |
|
|
2019
Q2 | $1.85M | Buy |
42,167
+3,621
| +9% | +$159K | 0.05% | 218 |
|
|
2019
Q1 | $1.63M | Buy |
38,546
+1,559
| +4% | +$65.8K | 0.05% | 227 |
|
|
2018
Q4 | $1.47M | Buy |
36,987
+17,922
| +94% | +$711K | 0.05% | 219 |
|
|
2018
Q3 | $888K | Buy |
19,065
+464
| +2% | +$21.6K | 0.03% | 398 |
|
|
2018
Q2 | $882K | Sell |
18,601
-3,030
| -14% | -$144K | 0.03% | 390 |
|
|
2018
Q1 | $1.17M | Sell |
21,631
-7,345
| -25% | -$396K | 0.04% | 302 |
|
|
2017
Q4 | $1.52M | Buy |
28,976
+1,479
| +5% | +$77.6K | 0.05% | 239 |
|
|
2017
Q3 | $1.33M | Buy |
27,497
+4,774
| +21% | +$230K | 0.05% | 240 |
|
|
2017
Q2 | $1.01M | Buy |
22,723
+741
| +3% | +$33K | 0.04% | 264 |
|
|
2017
Q1 | $942K | Buy |
21,982
+1,538
| +8% | +$65.9K | 0.04% | 280 |
|
|
2016
Q4 | $864K | Buy |
20,444
+5,495
| +37% | +$232K | 0.04% | 276 |
|
|
2016
Q3 | $479K | Buy |
14,949
+4,616
| +45% | +$148K | 0.02% | 381 |
|
|
2016
Q2 | $268K | Buy |
+10,333
| New | +$268K | 0.01% | 418 |
|
|
2016
Q1 | – | Sell |
-6,291
| Closed | -$200K | – | 473 |
|
|
2015
Q4 | $200K | Buy |
+6,291
| New | +$200K | 0.01% | 424 |
|
|
2013
Q4 | – | Sell |
-31
| Closed | -$1K | – | 889 |
|
|
2013
Q3 | $1K | Sell |
31
-269
| -90% | -$8.68K | ﹤0.01% | 890 |
|
|
2013
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 708 |
|