National Planning Corporation’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,746
| Closed | -$175K | – | 1509 |
|
|
2014
Q4 | $175K | Buy |
+4,746
| New | +$175K | 0.01% | 714 |
|
|
2014
Q2 | – | Sell |
-6,608
| Closed | -$208K | – | 763 |
|
|
2014
Q1 | $208K | Sell |
6,608
-2,394
| -27% | -$75.4K | 0.02% | 639 |
|
|
2013
Q4 | $281K | Sell |
9,002
-2,295
| -20% | -$71.6K | 0.03% | 537 |
|
|
2013
Q3 | $305K | Buy |
11,297
+2,640
| +30% | +$71.3K | 0.03% | 485 |
|
|
2013
Q2 | $210K | Buy |
+8,657
| New | +$210K | 0.03% | 473 |
|