Profit Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-115,668
| Closed | -$2.89M | – | 103 |
|
|
2016
Q1 | $2.89M | Sell |
115,668
-58,632
| -34% | -$1.47M | 1.23% | 33 |
|
|
2015
Q4 | $5.54M | Sell |
174,300
-207,649
| -54% | -$6.6M | 1.76% | 24 |
|
|
2015
Q3 | $12M | Sell |
381,949
-57,967
| -13% | -$1.83M | 1.75% | 26 |
|
|
2015
Q2 | $17.1M | Sell |
439,916
-514,619
| -54% | -$20M | 1.97% | 24 |
|
|
2015
Q1 | $34.1M | Buy |
+954,535
| New | +$34.1M | 1.83% | 30 |
|