Lenox Wealth 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 |
-200
| Closed | -$8K | – | 713 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2018
Q3 | $9K | Sell |
200
-51
| -20% | -$2.3K | ﹤0.01% | 430 |
|
|
2018
Q2 | $12K | Sell |
251
-322
| -56% | -$15.4K | ﹤0.01% | 351 |
|
|
2018
Q1 | $30K | Buy |
573
+9
| +2% | +$471 | 0.01% | 255 |
|
|
2017
Q4 | $30K | Sell |
564
-132
| -19% | -$7.02K | 0.01% | 270 |
|
|
2017
Q3 | $33K | Buy |
696
+79
| +13% | +$3.75K | 0.01% | 269 |
|
|
2017
Q2 | $27K | Buy |
+617
| New | +$27K | 0.01% | 272 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 263 |
|
|
2015
Q3 | – | Sell |
-346
| Closed | -$13K | – | 144 |
|
|
2015
Q2 | $13K | Buy |
346
+1
| +0.3% | +$38 | 0.01% | 110 |
|
|
2015
Q1 | $12K | Buy |
345
+2
| +0.6% | +$70 | 0.01% | 115 |
|
|
2014
Q4 | $13K | Hold |
343
| – | – | 0.01% | 114 |
|
|
2014
Q3 | $12K | Buy |
343
+1
| +0.3% | +$35 | 0.01% | 123 |
|
|
2014
Q2 | $11K | Sell |
342
-1,499
| -81% | -$48.2K | 0.01% | 125 |
|
|
2014
Q1 | $57K | Buy |
1,841
+1,501
| +441% | +$46.5K | 0.03% | 85 |
|
|
2013
Q4 | $11K | Buy |
+340
| New | +$11K | 0.01% | 140 |
|