PSI
Pinnacle Summer Investments’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $74K | Buy |
2,323
+1,028
| +79% | +$32.7K | 0.01% | 297 |
|
|
2015
Q3 | $42K | Hold |
1,295
| – | – | 0.01% | 512 |
|
|
2015
Q2 | $50K | Hold |
1,295
| – | – | 0.01% | 316 |
|
|
2015
Q1 | $47K | Hold |
1,295
| – | – | 0.01% | 522 |
|
|
2014
Q4 | $44K | Hold |
1,295
| – | – | 0.01% | 537 |
|
|
2014
Q3 | $44K | Buy |
1,295
+1,138
| +725% | +$38.7K | ﹤0.01% | 548 |
|
|
2014
Q2 | $5K | Hold |
157
| – | – | ﹤0.01% | 838 |
|
|
2014
Q1 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 792 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 985 |
|
|
2013
Q3 | – | Sell |
-124
| Closed | -$3K | – | 963 |
|
|
2013
Q2 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 752 |
|