Gerald L. Ray & Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $474K | Hold |
9,834
| – | – | 0.06% | 232 |
|
|
2017
Q2 | $438K | Buy |
9,834
+1,018
| +12% | +$45.3K | 0.06% | 231 |
|
|
2017
Q1 | $378K | Hold |
8,816
| – | – | 0.05% | 242 |
|
|
2016
Q4 | $372K | Hold |
8,816
| – | – | 0.05% | 238 |
|
|
2016
Q3 | $283K | Hold |
8,816
| – | – | 0.04% | 255 |
|
|
2016
Q2 | $229K | Hold |
8,816
| – | – | 0.04% | 278 |
|
|
2016
Q1 | $220K | Hold |
8,816
| – | – | 0.04% | 282 |
|
|
2015
Q4 | $280K | Hold |
8,816
| – | – | 0.04% | 241 |
|
|
2015
Q3 | $277K | Hold |
8,816
| – | – | 0.05% | 241 |
|
|
2015
Q2 | $342K | Hold |
8,816
| – | – | 0.05% | 246 |
|
|
2015
Q1 | $315K | Hold |
8,816
| – | – | 0.05% | 247 |
|
|
2014
Q4 | $342K | Hold |
8,816
| – | – | 0.05% | 241 |
|
|
2014
Q3 | $305K | Hold |
8,816
| – | – | 0.05% | 248 |
|
|
2014
Q2 | $285K | Hold |
8,816
| – | – | 0.05% | 255 |
|
|
2014
Q1 | $275K | Hold |
8,816
| – | – | 0.05% | 252 |
|
|
2013
Q4 | $276K | Hold |
8,816
| – | – | 0.05% | 243 |
|
|
2013
Q3 | $237K | Hold |
8,816
| – | – | 0.05% | 242 |
|
|
2013
Q2 | $216K | Buy |
+8,816
| New | +$216K | 0.05% | 237 |
|