Jolley Asset 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
Q3 | – | Sell |
-250
| Closed | -$12K | – | 129 |
|
|
2018
Q2 | $12K | Hold |
250
| – | – | 0.01% | 143 |
|
|
2018
Q1 | $13K | Hold |
250
| – | – | 0.01% | 146 |
|
|
2017
Q4 | $13K | Hold |
250
| – | – | 0.01% | 137 |
|
|
2017
Q3 | $12K | Hold |
250
| – | – | 0.01% | 140 |
|
|
2017
Q2 | $11K | Hold |
250
| – | – | 0.01% | 143 |
|
|
2017
Q1 | $11K | Hold |
250
| – | – | 0.01% | 131 |
|
|
2016
Q4 | $11K | Buy |
+250
| New | +$11K | 0.01% | 131 |
|
|
2016
Q3 | – | Sell |
-925
| Closed | -$24K | – | 153 |
|
|
2016
Q2 | $24K | Buy |
925
+660
| +249% | +$17.1K | 0.02% | 119 |
|
|
2016
Q1 | $7K | Buy |
+265
| New | +$7K | 0.01% | 126 |
|