MSI Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $565K | Buy |
13,375
+1,800
| +16% | +$76K | 0.02% | 649 |
|
|
2016
Q3 | $371K | Sell |
11,575
-3,194
| -22% | -$102K | 0.01% | 791 |
|
|
2016
Q2 | $383K | Sell |
14,769
-8,693
| -37% | -$225K | 0.01% | 743 |
|
|
2016
Q1 | $587K | Sell |
23,462
-24,931
| -52% | -$624K | 0.02% | 544 |
|
|
2015
Q4 | $1.54M | Buy |
+48,393
| New | +$1.54M | 0.07% | 272 |
|
|
2015
Q3 | – | Sell |
-12,561
| Closed | -$487K | – | 3289 |
|
|
2015
Q2 | $487K | Sell |
12,561
-3,469
| -22% | -$134K | 0.03% | 459 |
|
|
2015
Q1 | $572K | Buy |
16,030
+4,668
| +41% | +$167K | 0.04% | 445 |
|
|
2014
Q4 | $441K | Buy |
11,362
+4,724
| +71% | +$183K | 0.05% | 387 |
|
|
2014
Q3 | $229K | Sell |
6,638
-633
| -9% | -$21.8K | 0.03% | 546 |
|
|
2014
Q2 | $235K | Buy |
7,271
+919
| +14% | +$29.7K | 0.03% | 517 |
|
|
2014
Q1 | $198K | Sell |
6,352
-698
| -10% | -$21.8K | 0.03% | 527 |
|
|
2013
Q4 | $221K | Buy |
7,050
+294
| +4% | +$9.22K | 0.03% | 463 |
|
|
2013
Q3 | $182K | Sell |
6,756
-2,851
| -30% | -$76.8K | 0.03% | 470 |
|
|
2013
Q2 | $235K | Buy |
+9,607
| New | +$235K | 0.05% | 374 |
|