Placemark Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $5.5M | Sell |
141,881
-4,047
| -3% | -$157K | 0.1% | 257 |
|
|
2014
Q3 | $5.04M | Sell |
145,928
-3,592
| -2% | -$124K | 0.09% | 265 |
|
|
2014
Q2 | $4.84M | Buy |
149,520
+9,695
| +7% | +$314K | 0.09% | 282 |
|
|
2014
Q1 | $4.35M | Sell |
139,825
-7,550
| -5% | -$235K | 0.08% | 280 |
|
|
2013
Q4 | $4.62M | Buy |
147,375
+22,296
| +18% | +$699K | 0.08% | 306 |
|
|
2013
Q3 | $3.37M | Sell |
125,079
-16,827
| -12% | -$453K | 0.06% | 360 |
|
|
2013
Q2 | $3.47M | Buy |
+141,906
| New | +$3.47M | 0.07% | 319 |
|