Kanaly Trust’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $504K | Buy |
11,939
+11,167
| +1,447% | +$471K | 0.11% | 81 |
|
|
2016
Q3 | $25K | Buy |
772
+183
| +31% | +$5.93K | 0.01% | 388 |
|
|
2016
Q2 | $15K | Buy |
589
+331
| +128% | +$8.43K | ﹤0.01% | 472 |
|
|
2016
Q1 | $6K | Sell |
258
-372
| -59% | -$8.65K | ﹤0.01% | 628 |
|
|
2015
Q4 | $20K | Buy |
630
+61
| +11% | +$1.94K | ﹤0.01% | 432 |
|
|
2015
Q3 | $18K | Hold |
569
| – | – | ﹤0.01% | 467 |
|
|
2015
Q2 | $22K | Buy |
569
+361
| +174% | +$14K | ﹤0.01% | 449 |
|
|
2015
Q1 | $7K | Buy |
208
+38
| +22% | +$1.28K | ﹤0.01% | 492 |
|
|
2014
Q4 | $7K | Buy |
170
+21
| +14% | +$865 | ﹤0.01% | 505 |
|
|
2014
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 549 |
|
|
2014
Q2 | $5K | Buy |
149
+24
| +19% | +$805 | ﹤0.01% | 553 |
|
|
2014
Q1 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 590 |
|