IberiaBank’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $350K | Buy |
7,249
+37
| +0.5% | +$1.79K | 0.04% | 172 |
|
|
2020
Q1 | $245K | Buy |
7,212
+665
| +10% | +$22.6K | 0.03% | 192 |
|
|
2019
Q4 | $335K | Buy |
+6,547
| New | +$335K | 0.04% | 191 |
|
|
2018
Q1 | – | Sell |
-9,121
| Closed | -$479K | – | 236 |
|
|
2017
Q4 | $479K | Buy |
9,121
+960
| +12% | +$50.4K | 0.07% | 171 |
|
|
2017
Q3 | $393K | Sell |
8,161
-8,628
| -51% | -$415K | 0.07% | 175 |
|
|
2017
Q2 | $748K | Sell |
16,789
-5,050
| -23% | -$225K | 0.22% | 106 |
|
|
2017
Q1 | $936K | Buy |
21,839
+2,074
| +10% | +$88.9K | 0.29% | 99 |
|
|
2016
Q4 | $835K | Buy |
19,765
+2,590
| +15% | +$109K | 0.31% | 67 |
|
|
2016
Q3 | $551K | Sell |
17,175
-101
| -0.6% | -$3.24K | 0.23% | 82 |
|
|
2016
Q2 | $449K | Buy |
17,276
+2,803
| +19% | +$72.8K | 0.2% | 93 |
|
|
2016
Q1 | $362K | Buy |
14,473
+1,385
| +11% | +$34.6K | 0.17% | 103 |
|
|
2015
Q4 | $416K | Buy |
13,088
+1,223
| +10% | +$38.9K | 0.19% | 102 |
|
|
2015
Q3 | $374K | Buy |
11,865
+521
| +5% | +$16.4K | 0.19% | 96 |
|
|
2015
Q2 | $440K | Buy |
11,344
+892
| +9% | +$34.6K | 0.2% | 90 |
|
|
2015
Q1 | $373K | Buy |
10,452
+1,273
| +14% | +$45.4K | 0.17% | 106 |
|
|
2014
Q4 | $356K | Buy |
9,179
+1,087
| +13% | +$42.2K | 0.19% | 100 |
|
|
2014
Q3 | $280K | Buy |
8,092
+1,172
| +17% | +$40.6K | 0.16% | 117 |
|
|
2014
Q2 | $224K | Buy |
+6,920
| New | +$224K | 0.13% | 162 |
|