Ronald Blue & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,779
| Closed | -$341K | – | 350 |
|
|
2015
Q2 | $341K | Sell |
8,779
-109
| -1% | -$4.23K | 0.02% | 238 |
|
|
2015
Q1 | $317K | Sell |
8,888
-129
| -1% | -$4.6K | 0.02% | 247 |
|
|
2014
Q4 | $349K | Sell |
9,017
-934
| -9% | -$36.2K | 0.02% | 212 |
|
|
2014
Q3 | $344K | Buy |
9,951
+570
| +6% | +$19.7K | 0.02% | 207 |
|
|
2014
Q2 | $303K | Buy |
9,381
+905
| +11% | +$29.2K | 0.02% | 229 |
|
|
2014
Q1 | $264K | Buy |
8,476
+199
| +2% | +$6.2K | 0.02% | 246 |
|
|
2013
Q4 | $260K | Sell |
8,277
-1,045
| -11% | -$32.8K | 0.02% | 238 |
|
|
2013
Q3 | $251K | Buy |
+9,322
| New | +$251K | 0.02% | 218 |
|