Oxbow Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-56,136
| Closed | -$2.46M | – | 304 |
|
|
2019
Q2 | $2.46M | Sell |
56,136
-539
| -1% | -$23.6K | 0.3% | 86 |
|
|
2019
Q1 | $2.39M | Buy |
56,675
+1,190
| +2% | +$50.2K | 0.29% | 79 |
|
|
2018
Q4 | $2.2M | Buy |
+55,485
| New | +$2.2M | 0.29% | 81 |
|
|
2018
Q2 | – | Sell |
-10,500
| Closed | -$567K | – | 306 |
|
|
2018
Q1 | $567K | Sell |
10,500
-100
| -0.9% | -$5.4K | 0.12% | 143 |
|
|
2017
Q4 | $556K | Sell |
10,600
-4,900
| -32% | -$257K | 0.1% | 162 |
|
|
2017
Q3 | $747K | Sell |
15,500
-10,000
| -39% | -$482K | 0.14% | 140 |
|
|
2017
Q2 | $1.14M | Buy |
+25,500
| New | +$1.14M | 0.2% | 121 |
|