Partnervest Advisory Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,562
| Closed | -$260K | – | 250 |
|
|
2018
Q4 | $260K | Sell |
6,562
-90
| -1% | -$3.57K | 0.13% | 157 |
|
|
2018
Q3 | $310K | Buy |
+6,652
| New | +$310K | 0.12% | 164 |
|
|
2014
Q3 | – | Sell |
-325
| Closed | -$11K | – | 552 |
|
|
2014
Q2 | $11K | Hold |
325
| – | – | ﹤0.01% | 670 |
|
|
2014
Q1 | $10K | Hold |
325
| – | – | ﹤0.01% | 651 |
|
|
2013
Q4 | $10K | Buy |
325
+200
| +160% | +$6.15K | ﹤0.01% | 641 |
|
|
2013
Q3 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 895 |
|