Gupta Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-315
| Closed | -$10K | – | 1228 |
|
|
2015
Q4 | $10K | Hold |
315
| – | – | ﹤0.01% | 882 |
|
|
2015
Q3 | $10K | Sell |
315
-10
| -3% | -$317 | ﹤0.01% | 906 |
|
|
2015
Q2 | $13K | Hold |
325
| – | – | ﹤0.01% | 842 |
|
|
2015
Q1 | $12K | Buy |
+325
| New | +$12K | ﹤0.01% | 717 |
|