Lodestar Investment Counsel’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,347
| Closed | -$202K | – | 171 |
|
|
2018
Q3 | $202K | Hold |
4,347
| – | – | 0.02% | 172 |
|
|
2018
Q2 | $206K | Sell |
4,347
-1,000
| -19% | -$47.4K | 0.02% | 173 |
|
|
2018
Q1 | $289K | Buy |
5,347
+660
| +14% | +$35.7K | 0.03% | 152 |
|
|
2017
Q4 | $246K | Hold |
4,687
| – | – | 0.03% | 161 |
|
|
2017
Q3 | $226K | Buy |
+4,687
| New | +$226K | 0.03% | 160 |
|