KMS Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $420K | Buy |
12,140
+1,265
| +12% | +$43.8K | 0.06% | 299 |
|
|
2014
Q2 | $352K | Buy |
10,875
+794
| +8% | +$25.7K | 0.05% | 351 |
|
|
2014
Q1 | $314K | Sell |
10,081
-448
| -4% | -$14K | 0.05% | 361 |
|
|
2013
Q4 | $330K | Buy |
10,529
+1,975
| +23% | +$61.9K | 0.06% | 353 |
|
|
2013
Q3 | $231K | Buy |
+8,554
| New | +$231K | 0.06% | 360 |
|