Jafra Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-75,000
| Closed | -$4.05M | – | 97 |
|
2018
Q1 | $4.05M | Sell |
75,000
-28,302
| -27% | -$1.53M | 1.26% | 25 |
|
2017
Q4 | $5.42M | Buy |
103,302
+38,074
| +58% | +$2M | 1.52% | 18 |
|
2017
Q3 | $3.14M | Sell |
65,228
-43,151
| -40% | -$2.08M | 1.17% | 35 |
|
2017
Q2 | $4.83M | Buy |
108,379
+84,079
| +346% | +$3.75M | 1.79% | 12 |
|
2017
Q1 | $1.04M | Sell |
24,300
-13,365
| -35% | -$573K | 0.42% | 46 |
|
2016
Q4 | $1.59M | Buy |
+37,665
| New | +$1.59M | 1.34% | 29 |
|