Miles Capital’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $833K | Buy |
24,514
+132
| +0.5% | +$4.49K | 0.9% | 24 |
|
|
2019
Q4 | $1.25M | Sell |
24,382
-2,261
| -8% | -$116K | 1% | 21 |
|
|
2019
Q3 | $1.14M | Buy |
26,643
+4,405
| +20% | +$188K | 0.94% | 22 |
|
|
2019
Q2 | $974K | Buy |
22,238
+15,879
| +250% | +$695K | 0.79% | 30 |
|
|
2019
Q1 | $268K | Sell |
6,359
-618
| -9% | -$26K | 0.23% | 119 |
|
|
2018
Q4 | $277K | Buy |
6,977
+240
| +4% | +$9.53K | 0.27% | 106 |
|
|
2018
Q3 | $314K | Buy |
+6,737
| New | +$314K | 0.25% | 107 |
|
|
2016
Q1 | – | Sell |
-14,170
| Closed | -$451K | – | 166 |
|
|
2015
Q4 | $451K | Sell |
14,170
-14,383
| -50% | -$458K | 0.31% | 86 |
|
|
2015
Q3 | $899K | Sell |
28,553
-439
| -2% | -$13.8K | 0.65% | 32 |
|
|
2015
Q2 | $1.13M | Sell |
28,992
-1,190
| -4% | -$46.2K | 0.74% | 32 |
|
|
2015
Q1 | $1.08M | Buy |
+30,182
| New | +$1.08M | 0.64% | 44 |
|