Reynolds 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,100
| Closed | -$413K | – | 154 |
|
|
2015
Q3 | $413K | Buy |
13,100
+1,900
| +17% | +$59.9K | 0.52% | 63 |
|
|
2015
Q2 | $434K | Buy |
11,200
+3,200
| +40% | +$124K | 0.43% | 80 |
|
|
2015
Q1 | $286K | Sell |
8,000
-2,600
| -25% | -$93K | 0.25% | 150 |
|
|
2014
Q4 | $411K | Buy |
10,600
+2,000
| +23% | +$77.5K | 0.34% | 100 |
|
|
2014
Q3 | $297K | Sell |
8,600
-600
| -7% | -$20.7K | 0.29% | 131 |
|
|
2014
Q2 | $297K | Sell |
9,200
-4,600
| -33% | -$149K | 0.2% | 209 |
|
|
2014
Q1 | $430K | Sell |
13,800
-5,000
| -27% | -$156K | 0.28% | 123 |
|
|
2013
Q4 | $590K | Buy |
18,800
+500
| +3% | +$15.7K | 0.33% | 75 |
|
|
2013
Q3 | $493K | Buy |
18,300
+2,300
| +14% | +$62K | 0.32% | 83 |
|
|
2013
Q2 | $391K | Buy |
+16,000
| New | +$391K | 0.29% | 118 |
|