Gerstein Fisher’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $478K | Buy |
14,899
+403
| +3% | +$12.9K | 0.06% | 260 |
|
|
2016
Q2 | $377K | Buy |
14,496
+2,609
| +22% | +$67.9K | 0.05% | 272 |
|
|
2016
Q1 | $297K | Buy |
11,887
+2,689
| +29% | +$67.2K | 0.04% | 306 |
|
|
2015
Q4 | $293K | Sell |
9,198
-3,077
| -25% | -$98K | 0.04% | 309 |
|
|
2015
Q3 | $387K | Buy |
12,275
+1,218
| +11% | +$38.4K | 0.06% | 267 |
|
|
2015
Q2 | $429K | Sell |
11,057
-855
| -7% | -$33.2K | 0.07% | 261 |
|
|
2015
Q1 | $425K | Buy |
11,912
+986
| +9% | +$35.2K | 0.07% | 254 |
|
|
2014
Q4 | $424K | Buy |
10,926
+1,637
| +18% | +$63.5K | 0.07% | 248 |
|
|
2014
Q3 | $321K | Buy |
9,289
+2,017
| +28% | +$69.7K | 0.06% | 278 |
|
|
2014
Q2 | $235K | Buy |
7,272
+583
| +9% | +$18.8K | 0.04% | 293 |
|
|
2014
Q1 | $208K | Sell |
6,689
-6,653
| -50% | -$207K | 0.04% | 312 |
|
|
2013
Q4 | $418K | Buy |
+13,342
| New | +$418K | 0.02% | 421 |
|