Lourd Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $467K | Buy |
10,652
+233
| +2% | +$10.2K | 0.04% | 64 |
|
|
2019
Q1 | $440K | Sell |
10,419
-1,670
| -14% | -$70.5K | 0.04% | 69 |
|
|
2018
Q4 | $479K | Buy |
12,089
+256
| +2% | +$10.1K | 0.04% | 122 |
|
|
2018
Q3 | $551K | Hold |
11,833
| – | – | 0.04% | 119 |
|
|
2018
Q2 | $561K | Sell |
11,833
-1,548
| -12% | -$73.4K | 0.08% | 76 |
|
|
2018
Q1 | $722K | Buy |
13,381
+32
| +0.2% | +$1.73K | 0.1% | 70 |
|
|
2017
Q4 | $700K | Buy |
13,349
+3,274
| +32% | +$172K | 0.05% | 111 |
|
|
2017
Q3 | $485K | Buy |
10,075
+4
| +0% | +$193 | 0.04% | 65 |
|
|
2017
Q2 | $449K | Buy |
10,071
+638
| +7% | +$28.4K | 0.04% | 66 |
|
|
2017
Q1 | $404K | Buy |
9,433
+2,482
| +36% | +$106K | 0.04% | 68 |
|
|
2016
Q4 | $294K | Buy |
+6,951
| New | +$294K | 0.03% | 74 |
|