GCA
Gradient Capital Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,584
| Closed | -$213K | – | 87 |
|
|
2018
Q3 | $213K | Buy |
4,584
+127
| +3% | +$5.9K | 0.18% | 85 |
|
|
2018
Q2 | $211K | Buy |
4,457
+19
| +0.4% | +$899 | 0.2% | 81 |
|
|
2018
Q1 | $239K | Buy |
4,438
+18
| +0.4% | +$969 | 0.24% | 68 |
|
|
2017
Q4 | $232K | Buy |
+4,420
| New | +$232K | 0.24% | 72 |
|