Independent Portfolio Consultants’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.73M | Buy |
38,784
+15,165
| +64% | +$676K | 0.72% | 15 |
|
|
2017
Q1 | $1.01M | Sell |
23,619
-362
| -2% | -$15.5K | 0.35% | 78 |
|
|
2016
Q4 | $1.01M | Sell |
23,981
-610
| -2% | -$25.8K | 0.33% | 87 |
|
|
2016
Q3 | $788K | Sell |
24,591
-1,455
| -6% | -$46.6K | 0.25% | 133 |
|
|
2016
Q2 | $677K | Buy |
26,046
+1,150
| +5% | +$29.9K | 0.21% | 157 |
|
|
2016
Q1 | $623K | Buy |
24,896
+735
| +3% | +$18.4K | 0.17% | 178 |
|
|
2015
Q4 | $769K | Sell |
24,161
-17,565
| -42% | -$559K | 0.23% | 133 |
|
|
2015
Q3 | $1.31M | Buy |
41,726
+1,990
| +5% | +$62.7K | 0.29% | 110 |
|
|
2015
Q2 | $1.54M | Buy |
39,736
+1,790
| +5% | +$69.4K | 0.31% | 107 |
|
|
2015
Q1 | $1.35M | Sell |
37,946
-1,336
| -3% | -$47.7K | 0.28% | 125 |
|
|
2014
Q4 | $1.52M | Buy |
39,282
+23,923
| +156% | +$928K | 0.31% | 116 |
|
|
2014
Q3 | $531K | Buy |
15,359
+6,529
| +74% | +$226K | 0.14% | 213 |
|
|
2014
Q2 | $285K | Sell |
8,830
-7,150
| -45% | -$231K | 0.08% | 384 |
|
|
2014
Q1 | $498K | Sell |
15,980
-2,580
| -14% | -$80.4K | 0.16% | 230 |
|
|
2013
Q4 | $582K | Buy |
18,560
+6,840
| +58% | +$214K | 0.2% | 168 |
|
|
2013
Q3 | $316K | Buy |
11,720
+10
| +0.1% | +$270 | 0.13% | 348 |
|
|
2013
Q2 | $286K | Buy |
+11,710
| New | +$286K | 0.13% | 344 |
|