Ferris Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,965
| Closed | -$83K | – | 450 |
|
|
2019
Q1 | $83K | Sell |
1,965
-39
| -2% | -$1.65K | 0.03% | 224 |
|
|
2018
Q4 | $79K | Sell |
2,004
-13
| -0.6% | -$512 | 0.04% | 214 |
|
|
2018
Q3 | $94K | Sell |
2,017
-228
| -10% | -$10.6K | 0.04% | 211 |
|
|
2018
Q2 | $106K | Hold |
2,245
| – | – | 0.04% | 199 |
|
|
2018
Q1 | $121K | Buy |
+2,245
| New | +$121K | 0.05% | 206 |
|
|
2017
Q3 | – | Sell |
-1,880
| Closed | -$84K | – | 421 |
|
|
2017
Q2 | $84K | Buy |
+1,880
| New | +$84K | 0.04% | 208 |
|