Kemnay Advisory Services’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 |
-24,941
| Closed | -$1.18M | – | 145 |
|
2018
Q2 | $1.18M | Buy |
24,941
+1,458
| +6% | +$69.1K | 0.37% | 101 |
|
2018
Q1 | $1.27M | Sell |
23,483
-952
| -4% | -$51.4K | 0.55% | 45 |
|
2017
Q4 | $1.28M | Buy |
24,435
+7,462
| +44% | +$391K | 0.57% | 59 |
|
2017
Q3 | $818K | Sell |
16,973
-1,188
| -7% | -$57.3K | 0.35% | 64 |
|
2017
Q2 | $809K | Buy |
+18,161
| New | +$809K | 0.47% | 45 |
|