Independence Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,147
| Closed | -$291K | – | 61 |
|
|
2015
Q4 | $291K | Hold |
9,147
| – | – | 0.38% | 54 |
|
|
2015
Q3 | $288K | Buy |
+9,147
| New | +$288K | 0.3% | 70 |
|
|
2015
Q1 | – | Sell |
-5,815
| Closed | -$226K | – | 129 |
|
|
2014
Q4 | $226K | Buy |
+5,815
| New | +$226K | 0.14% | 114 |
|
|
2014
Q3 | – | Sell |
-6,510
| Closed | -$210K | – | 111 |
|
|
2014
Q2 | $210K | Hold |
6,510
| – | – | 0.13% | 100 |
|
|
2014
Q1 | $203K | Buy |
+6,510
| New | +$203K | 0.14% | 101 |
|