Rockefeller Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $58K | Hold |
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|
2017
Q3 | $53K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Sell |
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|
2015
Q4 | $135K | Hold |
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|
2015
Q3 | $134K | Hold |
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|
2015
Q2 | $165K | Hold |
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|
2015
Q1 | $151K | Buy |
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|
2014
Q4 | $11K | Sell |
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|
2014
Q3 | $28K | Sell |
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|
2014
Q2 | $39K | Buy |
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|
2014
Q1 | $25K | Hold |
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|
2013
Q4 | $25K | Hold |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $20K | Buy |
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