Newfound Research’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24
| Closed | -$1K | – | 229 |
|
|
2017
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 154 |
|
|
2017
Q3 | $1K | Sell |
24
-2
| -8% | -$83 | ﹤0.01% | 150 |
|
|
2017
Q2 | $1K | Sell |
26
-1
| -4% | -$38 | ﹤0.01% | 145 |
|
|
2017
Q1 | $1K | Sell |
27
-2
| -7% | -$74 | ﹤0.01% | 142 |
|
|
2016
Q4 | $1K | Sell |
29
-1
| -3% | -$34 | ﹤0.01% | 119 |
|
|
2016
Q3 | $1K | Sell |
30
-1
| -3% | -$33 | ﹤0.01% | 130 |
|
|
2016
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 124 |
|