Investment Centers of America’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,638
| Closed | -$465K | – | 308 |
|
|
2017
Q3 | $465K | Sell |
9,638
-4,753
| -33% | -$229K | 0.03% | 354 |
|
|
2017
Q2 | $639K | Buy |
14,391
+5,878
| +69% | +$261K | 0.05% | 304 |
|
|
2017
Q1 | $362K | Sell |
8,513
-978
| -10% | -$41.6K | 0.03% | 429 |
|
|
2016
Q4 | $401K | Buy |
9,491
+2,886
| +44% | +$122K | 0.03% | 377 |
|
|
2016
Q3 | $212K | Buy |
+6,605
| New | +$212K | 0.02% | 476 |
|
|
2015
Q1 | – | Sell |
-6,801
| Closed | -$265K | – | 480 |
|
|
2014
Q4 | $265K | Sell |
6,801
-394
| -5% | -$15.4K | 0.06% | 309 |
|
|
2014
Q3 | $250K | Buy |
+7,195
| New | +$250K | 0.04% | 344 |
|