KA
Kaizen Advisory’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $139K | Buy |
3,494
+99
| +3% | +$3.94K | 0.1% | 185 |
|
|
2018
Q3 | $158K | Hold |
3,395
| – | – | 0.08% | 178 |
|
|
2018
Q2 | $161K | Buy |
3,395
+2,048
| +152% | +$97.1K | 0.08% | 172 |
|
|
2018
Q1 | $73K | Hold |
1,347
| – | – | 0.07% | 154 |
|
|
2017
Q4 | $71K | Buy |
+1,347
| New | +$71K | 0.04% | 161 |
|