Morgan Stanley’s Lake Sunapee Bank Group LSBG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-36,527
| Closed | -$862K | – | 6741 |
|
2016
Q4 | $862K | Buy |
36,527
+21,325
| +140% | +$503K | ﹤0.01% | 4581 |
|
2016
Q3 | $275K | Buy |
15,202
+1,235
| +9% | +$22.3K | ﹤0.01% | 4857 |
|
2016
Q2 | $239K | Sell |
13,967
-1,211
| -8% | -$20.7K | ﹤0.01% | 4849 |
|
2016
Q1 | $212K | Buy |
15,178
+12,640
| +498% | +$177K | ﹤0.01% | 4945 |
|
2015
Q4 | $36K | Sell |
2,538
-6,894
| -73% | -$97.8K | ﹤0.01% | 5840 |
|
2015
Q3 | $137K | Sell |
9,432
-15
| -0.2% | -$218 | ﹤0.01% | 5274 |
|
2015
Q2 | $136K | Buy |
9,447
+1
| +0% | +$14 | ﹤0.01% | 5435 |
|
2015
Q1 | $147K | Hold |
9,446
| – | – | ﹤0.01% | 5358 |
|
2014
Q4 | $147K | Hold |
9,446
| – | – | ﹤0.01% | 5387 |
|
2014
Q3 | $147K | Sell |
9,446
-520
| -5% | -$8.09K | ﹤0.01% | 5299 |
|
2014
Q2 | $152K | Hold |
9,966
| – | – | ﹤0.01% | 5293 |
|
2014
Q1 | $147K | Sell |
9,966
-66
| -0.7% | -$974 | ﹤0.01% | 5269 |
|
2013
Q4 | $153K | Hold |
10,032
| – | – | ﹤0.01% | 5159 |
|
2013
Q3 | $135K | Sell |
10,032
-5,402
| -35% | -$72.7K | ﹤0.01% | 5016 |
|
2013
Q2 | $221K | Buy |
+15,434
| New | +$221K | ﹤0.01% | 4786 |
|