Guardian Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,559
| Closed | -$502K | – | 193 |
|
|
2017
Q4 | $502K | Buy |
9,559
+4,837
| +102% | +$254K | 0.01% | 136 |
|
|
2017
Q3 | $227K | Sell |
4,722
-116
| -2% | -$5.58K | ﹤0.01% | 190 |
|
|
2017
Q2 | $216K | Sell |
4,838
-4,847
| -50% | -$216K | ﹤0.01% | 197 |
|
|
2017
Q1 | $415K | Sell |
9,685
-367
| -4% | -$15.7K | 0.01% | 166 |
|
|
2016
Q4 | $425K | Sell |
10,052
-1,103
| -10% | -$46.6K | 0.01% | 172 |
|
|
2016
Q3 | $358K | Buy |
+11,155
| New | +$358K | 0.01% | 163 |
|