Princeton 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-380
| Closed | -$15K | – | 253 |
|
2018
Q4 | $15K | Buy |
+380
| New | +$15K | 0.01% | 198 |
|
2016
Q4 | $1.08M | Sell |
25,593
-8,083
| -24% | -$341K | 1.56% | 20 |
|
2016
Q3 | $1.08M | Sell |
33,676
-8,166
| -20% | -$262K | 1.33% | 44 |
|
2016
Q2 | $1.09M | Sell |
41,842
-758
| -2% | -$19.7K | 1.24% | 53 |
|
2016
Q1 | $1.07M | Buy |
42,600
+9,622
| +29% | +$241K | 1.2% | 53 |
|
2015
Q4 | $1.05M | Buy |
+32,978
| New | +$1.05M | 1.18% | 50 |
|