GMI
Greystone Managed Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.24M | Buy |
193,164
+21,690
| +13% | +$925K | 0.5% | 64 |
|
|
2019
Q2 | $7.51M | Sell |
171,474
-4,830
| -3% | -$212K | 0.43% | 69 |
|
|
2019
Q1 | $7.44M | Sell |
176,304
-11,480
| -6% | -$484K | 0.44% | 66 |
|
|
2018
Q4 | $7.45M | Sell |
187,784
-4,462
| -2% | -$177K | 0.47% | 69 |
|
|
2018
Q3 | $8.95M | Sell |
192,246
-9,149
| -5% | -$426K | 0.48% | 66 |
|
|
2018
Q2 | $9.55M | Buy |
201,395
+3,711
| +2% | +$176K | 0.42% | 60 |
|
|
2018
Q1 | $10.7M | Sell |
197,684
-6,087
| -3% | -$328K | 0.45% | 54 |
|
|
2017
Q4 | $10.7M | Sell |
203,771
-291
| -0.1% | -$15.3K | 0.44% | 53 |
|
|
2017
Q3 | $9.83M | Buy |
204,062
+10,393
| +5% | +$501K | 0.43% | 55 |
|
|
2017
Q2 | $8.63M | Buy |
193,669
+17,809
| +10% | +$794K | 0.4% | 56 |
|
|
2017
Q1 | $7.53M | Buy |
+175,860
| New | +$7.53M | 0.35% | 67 |
|