Gideon Capital Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q2 | $992K | Buy |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $1.63M | Sell |
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|
2018
Q3 | $2.79M | Buy |
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|
2018
Q2 | $2.13M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.46M | Buy |
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|
2017
Q2 | $605K | Sell |
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|
2017
Q1 | $970K | Sell |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $556K | Buy |
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|
2015
Q4 | $672K | Sell |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.52M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.27M | Sell |
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|
2014
Q1 | $2.61M | Buy |
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|
2013
Q4 | $1.95M | Buy |
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