Financial Sense Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-152,335
| Closed | -$5.91M | – | 102 |
|
|
2015
Q2 | $5.91M | Sell |
152,335
-469
| -0.3% | -$18.2K | 2.75% | 7 |
|
|
2015
Q1 | $5.45M | Sell |
152,804
-6,609
| -4% | -$236K | 2.28% | 11 |
|
|
2014
Q4 | $6.19M | Buy |
159,413
+11,588
| +8% | +$450K | 2.5% | 10 |
|
|
2014
Q3 | $5.11M | Buy |
+147,825
| New | +$5.11M | 2.19% | 12 |
|