Risk Paradigm Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,899
| Closed | -$156K | – | 165 |
|
|
2018
Q1 | $156K | Hold |
2,899
| – | – | 0.2% | 90 |
|
|
2017
Q4 | $152K | Buy |
2,899
+2,499
| +625% | +$131K | 0.16% | 104 |
|
|
2017
Q3 | $19.3K | Hold |
400
| – | – | 0.02% | 196 |
|
|
2017
Q2 | $17.8K | Hold |
400
| – | – | 0.02% | 198 |
|
|
2017
Q1 | $17.1K | Hold |
400
| – | – | 0.02% | 201 |
|
|
2016
Q4 | $16.9K | Hold |
400
| – | – | 0.02% | 207 |
|
|
2016
Q3 | $12.8K | Hold |
400
| – | – | 0.01% | 238 |
|
|
2016
Q2 | $10.4K | Buy |
+400
| New | +$10.4K | 0.01% | 223 |
|
|
2016
Q1 | – | Sell |
-508
| Closed | -$16.2K | – | 243 |
|
|
2015
Q4 | $16.2K | Buy |
508
+118
| +30% | +$3.75K | 0.02% | 190 |
|
|
2015
Q3 | $12.3K | Buy |
390
+90
| +30% | +$2.84K | 0.03% | 194 |
|
|
2015
Q2 | $11.6K | Hold |
300
| – | – | 0.01% | 201 |
|
|
2015
Q1 | $10.7K | Buy |
+300
| New | +$10.7K | 0.01% | 216 |
|