Kavar Capital Partners Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-375
| Closed | -$11K | – | 275 |
|
|
2015
Q4 | $11K | Hold |
375
| – | – | 0.01% | 261 |
|
|
2015
Q3 | $11K | Hold |
375
| – | – | 0.01% | 274 |
|
|
2015
Q2 | $14K | Buy |
+375
| New | +$14K | 0.01% | 281 |
|
|
2014
Q2 | – | Sell |
-375
| Closed | -$11K | – | 324 |
|
|
2014
Q1 | $11K | Hold |
375
| – | – | 0.01% | 309 |
|
|
2013
Q4 | $11K | Buy |
+375
| New | +$11K | 0.01% | 287 |
|