Montrusco Bolton Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,244
| Closed | -$145K | – | 84 |
|
|
2017
Q2 | $145K | Sell |
3,244
-3,581
| -52% | -$160K | 0.01% | 77 |
|
|
2017
Q1 | $292K | Sell |
6,825
-1,639
| -19% | -$70.1K | 0.02% | 72 |
|
|
2016
Q4 | $358K | Buy |
+8,464
| New | +$358K | 0.02% | 71 |
|
|
2015
Q1 | – | Sell |
-13,440
| Closed | -$521K | – | 100 |
|
|
2014
Q4 | $521K | Buy |
+13,440
| New | +$521K | 0.04% | 66 |
|
|
2014
Q1 | – | Sell |
-31,790
| Closed | -$997K | – | 91 |
|
|
2013
Q4 | $997K | Sell |
31,790
-6,010
| -16% | -$188K | 0.07% | 71 |
|
|
2013
Q3 | $1.02M | Sell |
37,800
-700
| -2% | -$18.9K | 0.08% | 70 |
|
|
2013
Q2 | $941K | Buy |
+38,500
| New | +$941K | 0.08% | 72 |
|