HL Financial Services’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 Q1	$383K	Sell	9,071 -1,653	-15%	-$69.6K	0.01%	563
2018 Q4	$425K	Sell	10,724 -79,622	-88%	-$3.47M	0.01%	533
2018 Q3	$4.21M	Buy	90,346 +9,318	+11%	+$455K	0.07%	184
2018 Q2	$3.84M	Buy	81,028 +166	+0.2%	+$8.67K	0.07%	184
2018 Q1	$4.36M	Buy	+80,862	New	+$4.48M	0.08%	170
2016 Q1	–	Sell	-7,094	Closed	-$226K	–	673
2015 Q4	$226K	Buy	+7,094	New	+$236K	0.01%	592
2015 Q3	–	Sell	-5,815	Closed	-$226K	–	662
2015 Q2	$226K	Sell	5,815 -900	-13%	-$34.2K	0.01%	617
2015 Q1	$240K	Sell	6,715 -47	-0.7%	-$1.69K	0.01%	613
2014 Q4	$262K	Sell	6,762 -39	-0.6%	-$1.39K	0.01%	585
2014 Q3	$235K	Buy	6,801 +566	+9%	+$18.9K	0.01%	616
2014 Q2	$202K	Sell	6,235 -13,837	-69%	-$427K	0.01%	652
2014 Q1	$626K	Sell	20,072 -60,443	-75%	-$1.87M	0.02%	346
2013 Q4	$2.52M	Buy	80,515 +64,516	+403%	+$1.92M	0.08%	170
2013 Q3	$431K	Buy	+15,999	New	+$429K	0.02%	387