Morgan Stanley’s Merchants Bancshares Inc MBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,197
| Closed | -$497K | – | 6781 |
|
|
2017
Q1 | $497K | Sell |
10,197
-9,931
| -49% | -$484K | ﹤0.01% | 4839 |
|
|
2016
Q4 | $1.09M | Buy |
20,128
+12,567
| +166% | +$681K | ﹤0.01% | 4403 |
|
|
2016
Q3 | $245K | Buy |
7,561
+618
| +9% | +$20K | ﹤0.01% | 4927 |
|
|
2016
Q2 | $212K | Buy |
6,943
+496
| +8% | +$15.1K | ﹤0.01% | 4911 |
|
|
2016
Q1 | $192K | Sell |
6,447
-2,342
| -27% | -$69.7K | ﹤0.01% | 5001 |
|
|
2015
Q4 | $277K | Buy |
8,789
+495
| +6% | +$15.6K | ﹤0.01% | 4907 |
|
|
2015
Q3 | $244K | Buy |
8,294
+4,833
| +140% | +$142K | ﹤0.01% | 4993 |
|
|
2015
Q2 | $114K | Sell |
3,461
-1,903
| -35% | -$62.7K | ﹤0.01% | 5521 |
|
|
2015
Q1 | $156K | Sell |
5,364
-1,478
| -22% | -$43K | ﹤0.01% | 5323 |
|
|
2014
Q4 | $209K | Buy |
6,842
+963
| +16% | +$29.4K | ﹤0.01% | 5217 |
|
|
2014
Q3 | $166K | Sell |
5,879
-54
| -0.9% | -$1.53K | ﹤0.01% | 5238 |
|
|
2014
Q2 | $190K | Sell |
5,933
-2,884
| -33% | -$92.4K | ﹤0.01% | 5186 |
|
|
2014
Q1 | $288K | Sell |
8,817
-4,965
| -36% | -$162K | ﹤0.01% | 4911 |
|
|
2013
Q4 | $462K | Buy |
+13,782
| New | +$462K | ﹤0.01% | 4507 |
|