Reilly Financial Advisors’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $105K | Hold |
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|
2015
Q2 | $106K | Hold |
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|
2015
Q1 | $106K | Sell |
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|
2014
Q4 | $108K | Hold |
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|
2014
Q3 | $107K | Hold |
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|
2014
Q2 | $107K | Hold |
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|
2014
Q1 | $107K | Hold |
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|
2013
Q4 | $102K | Hold |
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|
2013
Q3 | $105K | Sell |
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|
2013
Q2 | $119K | Buy |
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