PAS
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Partnervest Advisory Services’s Morgan Stanley MS Stock Holding History

Partnervest Advisory Services’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,562
Closed -$260K – 271
2018
Q4 		$260K Sell
6,562
-90
-1% -$3.93K 0.13% 157
2018
Q3 		$310K Buy
+6,652
New +$325K 0.12% 164
2014
Q3 		– Sell
-325
Closed -$11K – 554
2014
Q2 		$11K Hold
325
– – ﹤0.01% 674
2014
Q1 		$10K Hold
325
– – ﹤0.01% 653
2013
Q4 		$10K Buy
325
+200
+160% +$5.95K ﹤0.01% 641
2013
Q3 		$3K Buy
+125
New +$3.35K ﹤0.01% 895

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