HL Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $383K | Sell |
9,071
-1,653
| -15% | -$69.8K | 0.01% | 563 |
|
|
2018
Q4 | $425K | Sell |
10,724
-79,622
| -88% | -$3.16M | 0.01% | 533 |
|
|
2018
Q3 | $4.21M | Buy |
90,346
+9,318
| +11% | +$434K | 0.07% | 184 |
|
|
2018
Q2 | $3.84M | Buy |
81,028
+166
| +0.2% | +$7.87K | 0.07% | 184 |
|
|
2018
Q1 | $4.36M | Buy |
+80,862
| New | +$4.36M | 0.08% | 170 |
|
|
2016
Q1 | – | Sell |
-7,094
| Closed | -$226K | – | 672 |
|
|
2015
Q4 | $226K | Buy |
+7,094
| New | +$226K | 0.01% | 591 |
|
|
2015
Q3 | – | Sell |
-5,815
| Closed | -$226K | – | 661 |
|
|
2015
Q2 | $226K | Sell |
5,815
-900
| -13% | -$35K | 0.01% | 617 |
|
|
2015
Q1 | $240K | Sell |
6,715
-47
| -0.7% | -$1.68K | 0.01% | 612 |
|
|
2014
Q4 | $262K | Sell |
6,762
-39
| -0.6% | -$1.51K | 0.01% | 585 |
|
|
2014
Q3 | $235K | Buy |
6,801
+566
| +9% | +$19.6K | 0.01% | 616 |
|
|
2014
Q2 | $202K | Sell |
6,235
-13,837
| -69% | -$448K | 0.01% | 652 |
|
|
2014
Q1 | $626K | Sell |
20,072
-60,443
| -75% | -$1.89M | 0.02% | 346 |
|
|
2013
Q4 | $2.53M | Buy |
80,515
+64,516
| +403% | +$2.02M | 0.08% | 170 |
|
|
2013
Q3 | $431K | Buy |
+15,999
| New | +$431K | 0.02% | 387 |
|