PHH Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-18,107
| Closed | -$764K | – | 85 |
|
|
2019
Q1 | $764K | Sell |
18,107
-165
| -0.9% | -$6.96K | 0.22% | 63 |
|
|
2018
Q4 | $724K | Sell |
18,272
-1,531
| -8% | -$60.7K | 0.23% | 63 |
|
|
2018
Q3 | $922K | Buy |
19,803
+1,039
| +6% | +$48.4K | 0.27% | 59 |
|
|
2018
Q2 | $889K | Buy |
18,764
+1,499
| +9% | +$71K | 0.27% | 56 |
|
|
2018
Q1 | $932K | Buy |
+17,265
| New | +$932K | 0.29% | 58 |
|