Integrated Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,342
| Closed | -$75K | – | 728 |
|
|
2016
Q3 | $75K | Sell |
2,342
-157
| -6% | -$5.03K | 0.03% | 352 |
|
|
2016
Q2 | $65K | Sell |
2,499
-363
| -13% | -$9.44K | 0.03% | 362 |
|
|
2016
Q1 | $72K | Sell |
2,862
-1,431
| -33% | -$36K | 0.03% | 332 |
|
|
2015
Q4 | $137K | Buy |
4,293
+757
| +21% | +$24.2K | 0.06% | 245 |
|
|
2015
Q3 | $111K | Buy |
3,536
+36
| +1% | +$1.13K | 0.05% | 258 |
|
|
2015
Q2 | $136K | Sell |
3,500
-13,892
| -80% | -$540K | 0.05% | 244 |
|
|
2015
Q1 | $620K | Buy |
+17,392
| New | +$620K | 0.26% | 89 |
|