Geneva Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-47,702
| Closed | -$2.04M | – | 776 |
|
|
2017
Q1 | $2.04M | Buy |
47,702
+6
| +0% | +$257 | 0.04% | 208 |
|
|
2016
Q4 | $2.02M | Buy |
+47,696
| New | +$2.02M | 0.04% | 206 |
|
|
2016
Q2 | – | Sell |
-12,127
| Closed | -$303K | – | 739 |
|
|
2016
Q1 | $303K | Buy |
+12,127
| New | +$303K | 0.01% | 536 |
|
|
2014
Q4 | – | Sell |
-9,425
| Closed | -$326K | – | 731 |
|
|
2014
Q3 | $326K | Sell |
9,425
-140
| -1% | -$4.84K | 0.01% | 496 |
|
|
2014
Q2 | $309K | Buy |
+9,565
| New | +$309K | 0.01% | 513 |
|