Ingalls & Snyder LLC’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,521
| Closed | -$691K | – | 413 |
|
|
2019
Q4 | $691K | Buy |
13,521
+4,137
| +44% | +$211K | 0.04% | 228 |
|
|
2019
Q3 | $400K | Hold |
9,384
| – | – | 0.02% | 309 |
|
|
2019
Q2 | $411K | Hold |
9,384
| – | – | 0.02% | 304 |
|
|
2019
Q1 | $396K | Buy |
9,384
+1,000
| +12% | +$42.2K | 0.02% | 304 |
|
|
2018
Q4 | $332K | Buy |
+8,384
| New | +$332K | 0.02% | 314 |
|