Nelson Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38
| Closed | -$2K | – | 220 |
|
|
2019
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 311 |
|
|
2019
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 276 |
|
|
2019
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 248 |
|
|
2018
Q1 | – | Sell |
-79
| Closed | -$4K | – | 296 |
|
|
2017
Q4 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-180
| Closed | -$5K | – | 263 |
|
|
2017
Q2 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 239 |
|