IFP Advisors’s Morgan Stanley Income Sec. Inc ICB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,050
| Closed | -$19K | – | 4171 |
|
|
2018
Q1 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 2428 |
|
|
2017
Q4 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 2426 |
|
|
2017
Q3 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 2617 |
|
|
2017
Q2 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 2609 |
|
|
2017
Q1 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 2526 |
|
|
2016
Q4 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 2497 |
|
|
2016
Q3 | $20K | Sell |
1,050
-311
| -23% | -$5.92K | ﹤0.01% | 2398 |
|
|
2016
Q2 | $25K | Buy |
+1,361
| New | +$25K | ﹤0.01% | 2208 |
|
|
2016
Q1 | – | Sell |
-5,051
| Closed | -$85K | – | 3964 |
|
|
2015
Q4 | $85K | Buy |
+5,051
| New | +$85K | 0.01% | 1267 |
|