Poehling Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,572
| Closed | -$336K | – | 110 |
|
|
2019
Q4 | $336K | Hold |
6,572
| – | – | 0.22% | 81 |
|
|
2019
Q3 | $280K | Sell |
6,572
-5
| -0.1% | -$213 | 0.21% | 83 |
|
|
2019
Q2 | $288K | Buy |
6,577
+5
| +0.1% | +$219 | 0.19% | 89 |
|
|
2019
Q1 | $277K | Sell |
6,572
-80
| -1% | -$3.37K | 0.2% | 90 |
|
|
2018
Q4 | $264K | Hold |
6,652
| – | – | 0.25% | 84 |
|
|
2018
Q3 | $310K | Buy |
6,652
+1,100
| +20% | +$51.3K | 0.22% | 86 |
|
|
2018
Q2 | $263K | Sell |
5,552
-1,100
| -17% | -$52.1K | 0.23% | 82 |
|
|
2018
Q1 | $359K | Hold |
6,652
| – | – | 0.29% | 77 |
|
|
2017
Q4 | $349K | Buy |
+6,652
| New | +$349K | 0.3% | 76 |
|