FDO Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,469
| Closed | -$287K | – | 84 |
|
|
2017
Q4 | $287K | Buy |
+5,469
| New | +$287K | 0.24% | 144 |
|
|
2017
Q3 | – | Sell |
-17,689
| Closed | -$788K | – | 277 |
|
|
2017
Q2 | $788K | Buy |
+17,689
| New | +$788K | 0.17% | 189 |
|
|
2016
Q2 | – | Sell |
-9,806
| Closed | -$245K | – | 255 |
|
|
2016
Q1 | $245K | Sell |
9,806
-2,598
| -21% | -$64.9K | 0.16% | 200 |
|
|
2015
Q4 | $395K | Buy |
+12,404
| New | +$395K | 0.23% | 171 |
|