Kalos Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,801
| Closed | -$666K | – | 221 |
|
|
2019
Q2 | $666K | Buy |
16,801
+2,756
| +20% | +$109K | 0.3% | 86 |
|
|
2019
Q1 | $592K | Sell |
14,045
-2,756
| -16% | -$116K | 0.38% | 71 |
|
|
2018
Q4 | $666K | Buy |
16,801
+485
| +3% | +$19.2K | 0.32% | 85 |
|
|
2018
Q3 | $759K | Buy |
16,316
+1,040
| +7% | +$48.4K | 0.41% | 68 |
|
|
2018
Q2 | $724K | Buy |
+15,276
| New | +$724K | 0.33% | 82 |
|
|
2016
Q1 | – | Hold |
0
| – | -$1K | – | 359 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 626 |
|