MYCIO Wealth Partners’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 | – | Sell |
-300
| Closed | -$10K | – | 486 |
|
|
2016
Q3 | $10K | Sell |
300
-21
| -7% | -$700 | ﹤0.01% | 571 |
|
|
2016
Q2 | $8K | Sell |
321
-14
| -4% | -$349 | ﹤0.01% | 592 |
|
|
2016
Q1 | $9K | Buy |
335
+35
| +12% | +$940 | ﹤0.01% | 535 |
|
|
2015
Q4 | $10K | Sell |
300
-109
| -27% | -$3.63K | ﹤0.01% | 532 |
|
|
2015
Q3 | $13K | Buy |
409
+109
| +36% | +$3.47K | ﹤0.01% | 524 |
|
|
2015
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 503 |
|
|
2015
Q1 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 474 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$65K | – | 645 |
|
|
2014
Q2 | $65K | Hold |
2,000
| – | – | 0.01% | 241 |
|
|
2014
Q1 | $62K | Buy |
2,000
+1,000
| +100% | +$31K | 0.02% | 236 |
|
|
2013
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 306 |
|
|
2013
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 298 |
|
|
2013
Q2 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 322 |
|